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HomeMy WebLinkAboutPackets - Council Packets (1289) AGENDA ORO VALLEY TOWN COUNCIL BUDGET STUDY SESSION MAY 12, 2003 ORO VALLEY COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE CALL TO ORDER: 4:30 P.M. 1. REVIEW OF 5/5/03 BUDGET SESSION 2. COMMUNITY DEVELOPMENT (Page 149) a. Planning & Zoning Division (Page 162) b. Geographical Information Systems (Page 174) c. Parks & Recreation Division (Page 184) d. Library Services Division (Page 208) e. Building Safety Division (Page 228) ADJOURNMENT The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Oro Valley Town Clerk, at 229-4700 POSTED: 5/9/03 3:00 p.m. rg MEMORANDUM TO: Mayor and Council 1 FROM: Chuck Sweet, Town Manage 6°' David Andrews, Finance Direc or DATE: May 12, 2003 SUBJ: Follow-up Issues from May 5 Budget Review Sessions A number of issues were raised during the Mayor and Council's Budget Review Session of May 5. This memorandum serves as staff follow-up to these issues. . 1. Issue: Oracle Road Improvement District — Engineering Cost Reimbursements Response: This issue will be addressed by the Town Engineer at the Public Works budget review session scheduled for May 14. 2. Issue: List of Employees Impacted by Recommended Merit/COLA Salary Adjustments Response: Please refer to the attached information provided by the Human Resources Director. 3. Issue: Standardization of Cost of Living Adjustment (COLA) Response: Please refer to the attached information provided by the Human Resources Director. 4. Issue: Electrical Undergrounding Cost Share Response: An amount of $262,000 for this project was included in the FY 2002-03 estimated actuals for the Economic Development Division. The Economic Development Administrator has requested that the funding be deleted from FY 2002-03 and brought forward to FY 2003-04 because none of the funds will be expended in the current fiscal year. G:IBUDGE7IFY 03-041Memoslrev5-5-03.doc 5. Issue: Tuition Reimbursement Survey Response: The Human Resources Director will survey Town Departments to determine employees' educational plans and related expenditures and report back to the Council. 6. Issue: Employee Headcount Analysis Response: Please refer to the attached information provided by the Human Resources Director. 7. Issue: Five Year Actual to Budget Analysis of Personnel Expenditures Response: Aggregate personnel expenditures have been below the annual budget amount by an average of approximately 5% over a five year period. This figure has varied by department and fiscal year. 8. Issue: Retail/Restaurants & Bars Sales Tax Analysis Response: Please refer to the attached analysis. 9. Issue: Development Services Fees Response: Information to be provided by the Community Development Director at this evening's meeting. 10. Issue: Finance Department Overtime Response: The $1,500 recommended amount should be deleted. 11. Issue: Magistrate Court—Video Arraignments Response: The Town Magistrate will be prepared to discuss this issue at the Court's May 19 budget presentation. G:IBUDGETIFY 03-041Memoslrev5-5-03.doc 12. Issue: Budget Amount for Notary Publics Response: The Town will be renewing 14 Notary Publics that are about to expire within FY 03-04. The cost for each renewal is $50; total cost will be $700 for FY 03-04. 13. Issue: Annexation Expenses Budget Response: A memo in response to this issue will be provided at the May 19th budget session. 14. Issue: Town Council Chambers Security Improvements ($20,000) Response: Please refer to the attached project description. Staff needs direction on whether to include or exclude this project from the budget. 15. Issue: Elected Officials Retirement Plan Response: Please refer to the attached information provided by the Human Resources Director. 16. Issue: Coyote Run Fare Box Revenues Response: The Transit Administrator will address this issue at the May 14 budget study session. 17. Issue: Town Clerk — Document Imaging Software ($11,000) Response: Please refer to the attached information provided by the Town Clerk. 18. Issue: League Conference Travel Response: A cost figure of $800 per person will be included in the departmental budgets. G:IBUDGE7TFY 03-041Memoslrev5-5-03.doc 19. Issue: Travel & Training for Department of Energy Project Response: It will cost approximately $8,000 to send 5-6 individuals to Washington D.C. for this trip. The total expenditure for this line item will be budgeted with the Economic Development Division. 20. Issue: National League of Cities —Travel and Membership Response: $750 for the membership and $1,500 in travel for one delegate has been added to the Town Council's budget. CC: Bill Jansen, Town Engineer Jeff Grant, Human Resources Director Jeff Weir, Economic Development Administrator Brent Sinclair, Community Development Director Kevin Verville, Information Systems Administrator George Dunscomb, Town Magistrate John Zukas, Transportation Services Administrator Kathryn Cuvelier, Town Clerk Imelda Angelo, Management & Budget Analyst G:IBUDGETIFY 03-041Memoslrev5-5-03.doc 414- MEMORANDUM TO: Mayor and Council efr VIA: Chuck Sweet,Town Manager 1414A/' Resources Directo r', -� FROM: Jeff Grant,Human DATE: May 7, 2003 SUBJ: Response to Council Request—Employees impacted by Merit/COLA recommendations (Item#2 on the "Follow-Up issues from May 5 Budget Review Sessions") At the May 5, 2003 budget session, Council Member Abbott asked for more detailed information relating to the employee impact of the Merit/COLA recommendations for FY 2003-2004. (1) Exhibit A (Attached) is the current Police Pay Plan (Effective July 1, 2002). (2) Exhibit B is a listingof all personnel affected by the Police Pay Plan and their current placement on the plan,by Title and Step. (Please note that,by design, some Police Department Administrative Personnel are not on the Police Pay Plan,but are on the Town Compensation Plan.) (3) Exhibit C is a listingof all Town Employees (including the Police Employees noted in item 2, above), listed from highest to lowest salaries. (4) Exhibit D is a listing of those employees who will be eligible for up to 3.0%merit increases, as included in the Manager's Recommended Budget. This includes only those employees currently making less than $60,000 who are not on the Police Pay Plan, listed from highest to lowest salary. (5) Exhibit E is a copyof the Town of Oro Valley Compensation Plan for FY 2002-2003 (effective July 1, 2002). This relates to all Town employees who are not covered by the Police Pay Plan. (6) Exhibit F is a copyof the proposed Merit Grid for FY 2003-2004 reflecting merit increases up to 3.0%based on performance and position within the salary range. Exhibit G is a tableprovided byFinance showing the cumulative effect of a one step increase for (7) all eligible commissioned Police employees, and up to a 3%merit for all other Town employees with salaries below $60k. (Employees above $60K would not be eligible for merit increases. (The cumulative effect of these calculations for FY 03-04has been reduced from$198,000 to $109,435, which reflects the spread of merit increases throughout the year based on anniversary dates.) Please feel free to contact Jeff Grant(X4750) if you have any questions. s >- U_ 00 N. CC O O a) 00 I 4 O § W N N N O O O 1 ,_ N F- N- N` 00 Cr)1.11 CO CO LOM aco N N O) M N 013 >_ _. , LO �1 N L J N` N- - d e- e- O e NNE I CD O N o z 0 0 EL = N N N N e- ii WNLn F- Q ti ti ~ CD Cl)Ln N N O) O) N. ILLI . ZQ Nr tOf) co co co06 NY ,.... I r....... M.—. 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BALIFF 39395.20 WILLIAMS. MAGGIE ,. COMM SUPERVISOR 52104.00 6 GODDARD, ROBERT E. CORPORAL 52187.20 9 NOVAK, ANDREW DETECTIVE 52187.20 9 SCHMITZ, GARY DETECTIVE 52187.20 9 WILLIAMS, HERBERT G. DETECTIVE 52187.20 9 ANDERSON, NANCY DISPATCHER 41371.20 9 RHOADS, DANIEL R. DISPATCHER 41371.20 9 KALAHAR, PATRICIA E. DISPATCHER 41371.20 9 GARLAND, SEAN F. DISPATCHER 38272.00 7 KESSLER, MICHELLE DISPATCHER 36795.20 6 TROTTER, DEBORAH DISPATCHER 35380.80 5 LOPEZ, JANELLE DISPATCHER 34008.00 4 WARNER, GAIL DISPATCHER 32676.80 3 CASTLE, SANDRA M. DISPATCHER 30243.20 1 MCBRIDE, MICHAEL LEAD OFFICER 52187.20 9 EMIDY, SIMON T. LEAD OFFICER 50273.60 8 JENKINS, ROBERT LEAD OFFICER 46633.60 6 NESBITT, DEAN LEAD OFFICER 44948.80 5 LOLMAUGH, ROBERT A. LEAD OFFICER 44948.80 5 WRIGHT, ELIZABETH A. OFFICER 49857.60 9 SCHUH, MICHAEL J. OFFICER 49857.60 9 VERDUGO, RAUL OFFICER 49857.60 9 BURNEY, WILLIAM R. OFFICER 49857.60 9 TUCKER, KEITH OFFICER 49857.60 9 CLEGG, JR., PETER W. OFFICER 49857.60 9 WRIGHT, JAMES F. OFFICER 49857.60 9 WILSON, JOANNE M. OFFICER 49857.60 9 LEIGH, JOHN R. OFFICER 49857.60 9 HICKS, CURTISS R. OFFICER 49857.60 9 MARVIN, BRIAN K. OFFICER 49857.60 9 HOLDINSKY, CHARLES E. OFFICER 49857.60 9 KRUEGER, DANIEL J. OFFICER 49857.60 9 TOLENTINO, FERDINAND M. OFFICER 49857.60 9 LOPEZ, ANDREW OFFICER 47944.00 8 HELVIG. WESLEY R. OFFICER 46113.60 7 PASCHAL, PHILIP J. OFFICER 46113.60 7 TREVIZO, MARIA CARMEN OFFICER 44345.60 6 PIERCE, ZACHARY J. OFFICER 44345.60 6 JACKSON, DEREN OFFICER 44345.60 6 HAMBLIN, DOUGLAS OFFICER 44345.60 6 WARREN, MICHAEL OFFICER 44345.60 6 HALEK-DAVIS, WENDY OFFICER 42619.20 5 HORETSKI, DANIEL OFFICER 42619.20 5 INGULLI, KATHRYN OFFICER 42619.20 5 TREVIZO, RICHARD OFFICER 40996.80 4 BRACKETT, JO ANN OFFICER 40996.80 4 BOTT, MICHAEL OFFICER 40996.80 4 SICKELBOWER, STEVEN R. OFFICER 40996.80 4 GRAHAM, AMY OFFICER 40996.80 4 HORETSKI, MATTHEW A. OFFICER 39395.20 3 OLSON, CHRISTOPHER E. OFFICER 39395.20 3 MATTOCKS, KEVIN OFFICER 39395.20 3 BALDWIN, TIMOTHY F. OFFICER 37876.80 2 05-07-2003 Page: 1 IEP PLAN Employee Full Name Job Title Annual Pay Sal Step GASTELUM, CARLOS OFFICER 37876.80 2 HALLBERG. YOLANDA C. OFFICER 37876.80 2 THOMAS, BRUCE OFFICER 37876.80 2 FILIPPELLI, KRISTINE OFFICER 37876.80 2 PALIC, CHRISTOPHER OFFICER 37876.80 2 NEWMAN. LAURIE OFFICER 37876.80 2 HORETSKI, LEIGH OFFICER 37876.80 2 BUCHANAN, SARAH OFFICER 36462.40 1 JENKINS, BRIAN OFFICER 36462.40 1 BRAEUTIGAM, MICHAEL OFFICER 36462.40 1 BURGESS, GREGORY J. OFFICER 36462.40 1 REECE, JERIMIAH OFFICER 36462.40 1 REYNOLDS, ROGER OFFICER 36462.40 1 ZAMORA, ALEXANDER OFFICER 36462.40 1 COMMISSARIS, JOHN S. PROPERTY/ID TECH 39873.60 9 KRON, CARLENE P. PROPERTY/ID TECH 35464.00 6 MENDEZ. REBECCA V. PUBLIC INFO COORD 44220.80 FISCHER, MARGARET RECORDS CLERK 31012.80 6 BRYAN, KATIE RECORDS CLERK 29806.40 5 RAMIREZ, MARY RECORDS CLERK 27580.80 3 ANDRESEN, DANIELA RECORDS CLERK 27580.80 3 GALLAWAY, MOLLY M. RECORDS CLERK 25521.60 1 GARLAND, RHONDA D. RECORDS CLERK 12760.80 1 SIMMS, KAREN RECORDS SUPERVISOR 43929.60 6 BECK, JOEL RESERVE OFFICER 21877.44 1 BROWN, TIMOTHY D. RESERVE OFFICER 18231.20 1 HALLETT, SARAH RESERVE OFFICER 18231.20 1 BUVIK, TOM S. SERGEANT 62795.20 6 LARTER, JASON SERGEANT 62795.20 6 CORONA, JOSE C. SERGEANT 62795.20 6 JONES, NANCY K. SERGEANT 62795.20 6 REEDY, SR., DOUGLAS S. SERGEANT 62795.20 6 ROBB, GARRETT C. SERGEANT 62795.20 6 TRUJILLO, CHARLES SERGEANT 59758.40 4 LESUER, AARON A. SERGEANT 59758.40 4 HEDRICK, DONALD D. SERGEANT 56867.20 2 TEACHOUT, JOHN SERGEANT 55494.40 1 KRANZ, TROY T. SERGEANT 55494.40 1 HOOD, STEPHEN R. TRAINING COORDINATOR 47944.00 8 05-07-2003 Page: 2 , EXHIBIT C Annual Pay Employee Full Name Grade Sal Step Department 113360.00 SWEET, CHUCK 70 TOWN MANAGER 102481.60 SHARP, DANIEL C. 64 POLICE 94785.60 FORREST. ALAN C. 62 MUNICIPAL WATER 92934.40 ANDREWS, DAVID L. 62 FINANCE 85009.60 LANGLITZ, MARK J. 62 LEGAL 84302.40 JANSEN, BILL 62 PUBLIC WORKS 84094.40 SINCLAIR, H. BRENT 62 COMMUNITY DEV. 81681.60 DUNSCOMB, GEORGE A. 56 COURT 79560.00 SIDLES, TOBIN C. 56 LEGAL 77563.20 LENTNER, CHARLES E. 54 POLICE 77563.20 STEVENS, LARRY D. 54 POLICE 75753.60 SENG, SHIRLEY M. 54 MUNICIPAL WATER 73632.00 GRANT, JEFF B. 56 HUMAN RESOURCES 73424.00 NODINE, BRYANT 54 PLANNING & ZONING 71822.40 VOSLER, TERRY 54 BUILDING SAFETY 70678.40 WEIR, JEFFREY 54 TOWN MANAGER 69763.20 NZOMO, PAUL 54 PUBLIC WORKS 67995.20 CUVELIER, KATHRYN E. 52 TOWN CLERK 65104.00 CIVALIER, CRAIG 54 PUBLIC WORKS 63960.00 HOSSLEY, JIM 48 PUBLIC WORKS 63939.20 RUIZ, DAVID F. 51 MUNICIPAL WATER 62795.20 ROBB, GARRETT C. 6 POLICE 62795.20 JONES, NANCY K. 6 POLICE 62795.20 LARTER, JASON 6 POLICE 62795.20 BUVIK, TOM S. 6 POLICE 62795.20 CORONA, JOSE C. 6 POLICE 62795.20 REEDY, SR., DOUGLAS S. 6 POLICE 62067.20 JACKLITCH, ROBERT 51 MUNICIPAL WATER 61859.20 VERVILLE, KEVIN 50 FINANCE 61817.60 KING, CHARLES H. 46 BUILDING SAFETY 61609.60 REEDER, AINSLEY 54 PARKS & RECREATION 60528.00 KOBIDA, MARY C. 48 MUNICIPAL WATER 59758.40 TRUJILLO, CHARLES 4 POLICE 59758.40 LESUER, AARON A. 4 POLICE 58676.80 EASTON, ROBERT 49 POLICE 58136.00 RUSSELL, SUSAN 44 PUBLIC WORKS 58011.20 RODRIGUEZ, JOSE 48 PUBLIC WORKS 57782.40 HARTZ-MUSGRAVE, MARY 51 COMMUNITY DEV. 57595.20 VELLA, BAYER 49 PLANNING & ZONING 56867.20 HEDRICK, DONALD D. 2 POLICE 55827.20 KIEL, CHRISTOPHER E. 47 BUILDING SAFETY 55494.40 KRANZ, TROY T. 1 POLICE 55494.40 TEACHOUT, JOHN 1 POLICE 55099.20 RALLIS, MARY E. 43 FINANCE 54204.80 WARREN, LORALYN 41 PUBLIC WORKS 53976.00 ZUKAS, JOHN 46 TRANSIT SERVICES 53227.20 MANSPEAKER, DON 44 PUBLIC WORKS 52187.20 MCBRIDE, MICHAEL 9 POLICE 52187.20 GODDARD, ROBERT E. 9 POLICE 52187.20 SCHMITZ, GARY 9 POLICE 52187.20 NOVAK, ANDREW 9 POLICE 52187.20 WILLIAMS, HERBERT G. 9 POLICE 52104.00 ANDREWS, JOSEPH 48 LEGAL 52104.00 WILLIAMS, MAGGIE J. 6 POLICE 05-07-2003 Page: 1 Annual Fay Employee Full Name Grade Sal Step Department 50273.60 EMIDY, SIMON T. 6 POLICE 50024.00, CONANT. ROBERT 4L PLANNING & ZONING 50003.2C NELSON. SCOTT 4€ TOWN MANAGEF 49878.40 LUNN. KENNETH E. 3c. BUILDING SAFETY' 49857.60 LEIGH. JOHN F.. 9 POLICE 49857.60 WILSON, JOANNE M. 9 POLICE 49857.60 WRIGHT, ELIZABETH A. 9 POLICE 49857.60 CLEGG, JR.. PETER W. 9 POLICE 49857.60 TUCKER, KEITH 9 POLICE 49857.60 TOLENTINO, FERDINAND M. 9 POLICE 49857.60 VERDUGO. RAUL 9 POLICE 49857.60 HICKS, CURTISS R. 9 POLICE 49857.60 MARVIN, BRIAN K. 9 POLICE 49857.60 BURNEY, WILLIAM R. 9 POLICE 49857.60 SCHUH, MICHAEL J. c POLICE 49857.60 HOLDINSKY, CHARLES E. 9 POLICE 49857.60 KRUEGER, DANIEL J. 9 POLICE 49857.60 WRIGHT, JAMES F. c POLICE 48297.60 MONTANA, SUSANA C. 4z PLANNING & ZONING 47944.00 HOOD, STEPHEN R. 6 POLICE 47944.00 LOPEZ, ANDREW 8 POLICE 47756.80 KENDRICK, GEORGE A. 40 MUNICIPAL WATER 47382.40 LAVELLE, STAN 40 PUBLIC WORKS 47299.20 FAABORG, STEVEN J. 40 PUBLIC WORKS 47278.40 RIERA, NANCY L. 36 POLICE 46800.00 ANGELO, IMELDA V. 43 FINANCE 46633.60 JENKINS, ROBERT 6 POLICE 46113.60 PASCHAL, PHILIP J. 7 POLICE 46113.60 HELVIG, WESLEY R. 7 POLICE 45656.00 WIDERO, DEE 40 PLANNING & ZONING 45510.40 WILSON, CHARLES 36 BUILDING SAFETY 44948.80 NESBITT, DEAN 5 POLICE 44948.80 LOLMAUGH, ROBERT A. 5 POLICE 44928.00 KERN. MELISSA 39 BUILDING SAFETY 44865.60 WILLETT. CAROL M. 36 HUMAN RESOURCES 44720.00 KOVITZ. ROBERT F. 38 TOWN MANAGER 44345.60 HAMBLIN, DOUGLAS 6 POLICE 44345.60 JACKSON, DEREN 6 POLICE 44345.60 TREVIZO, MARIA CARMEN 6 POLICE 44345.60 PIERCE, ZACHARY J. 6 POLICE 44345.60 WARREN, MICHAEL 6 POLICE 44220.80 MENDEZ, REBECCA V. 36 POLICE 43929.60 SIMMS, KAREN 6 POLICE 43659.20 WILLETT, DAVID 42 BUILDING SAFETY 43638.40 HALL, SHIRLEY L. 46 COMMUNITY DEV. 43430.40 MOEUR, SHEILA M. 35 LEGAL 43305.60 NAVARRO, LORINDA M. 36 POLICE 43160.00 SNYDER, MICHEAL 39 BUILDING SAFETY 43014.40 SWANSON, IRENE H. 40 MUNICIPAL WATER 43014.40 DUATO, RAUL F. 3E PLANNING & ZONING 42723.20 SEAL, MICHAEL 39 BUILDING SAFETY 42619.20 HORETSKI, DANIEL S POLICE S 42619.20 INGULLI, KATHRYN POLICE 5 42619.20 HALEK-DAVIS, WENDY S POLICE 05-07-2002 Page: 2 Annual Fav Employee Full Name Grace Sal Step Department 42224.00 O'CONNOR. PHILIP N. 42 BUILDING SAFETY 42182.40 MORA. ARADANIS A. 4C COURT 42016.00 TODNEM. MICHAEL 42 PUBLIC WORKS 42016.00 SCHMIGT, STEPHEN E. cc PARKS & RECREATION 41371.2C KALAHAR, PATRICIA E. c POLICE 41371.20 RHOADS, DANIEL R. 9 POLICE 4137 1.20 ANDERSON, NANCY 9 POLICE 40996.80 GRAHAM, AMY 4 POLICE 40996.80 BRACKETT, JO ANN 4 POLICE 40996.80 BOTT. MICHAEL 4 POLICE 40996.80 SICKELBOWER. STEVEN R. 4 POLICE 40996.80 TREVIZO, RICHARD L POLICE 40019.20 REDO, FERNANDO F. 4L PUBLIC WORKS 39873.60 COMMISSARIS, JOHN S. 9 POLICE 39748.80 BERGQUIST, DANNY 3€ PUBLIC WORKS 39707.20 NAVARRO, MARK 3E PUBLIC WORKS 39707.20 ANDERSON. GARLAND-JOHN 3€ PUBLIC WORKS 39395.20 OLSON, CHRISTOPHER E. 3 POLICE 39395.20 SLOANE, AMY L. 3 POLICE 39395.20 HORETSKI. MATTHEW A. 3 POLICE 39395.20 MATTOCKS, KEVIN 3 POLICE 39062.40 BOYD, DAVID E. 31 PUBLIC WORKS 39000.00 BEARDSLEY, CHUCK 42 PUBLIC WORKS 38688.00 BACZKIEWICZ, SUSAN 38 TOWN MANAGER 38438.40 GARRITY, ROXANA G. 31 TOWN CLERK 38272.00 GARLAND, SEAN F. 7 POLICE 38001.60 MOORE, MARK 40 MUNICIPAL WATER 38001.60 BONILLAS, JESUS F. 3€ MUNICIPAL WATER 38001.60 MCCALEB, KEVIN D. 34 MUNICIPAL WATER 37980.80 RASTER, JASON A. 38 FINANCE 37876.80 BALDWIN, TIMOTHY F. 2 POLICE 37876.80 FILIPPELLI, KRISTINE 2 POLICE 37876.80 HORETSKI, LEIGH 2 POLICE 37876.80 PALIC, CHRISTOPHER 2 POLICE 37876.80 NEWMAN, LAURIE 2 POLICE 37876.80 GASTELUM, CARLOS 2 POLICE 37876.80 HALLBERG, YOLANDA C. 2 POLICE 37876.80 THOMAS, BRUCE 2 POLICE 37731.20 SOPER, CHARLES W. 28 MUNICIPAL WATER 37544.00 CANNEY, MICHELE R. 3E COMMUNITY DEV. 37502.40 VALENCIC, MICHAEL 36 PUBLIC WORKS 37148.80 RONQUILLO, DAVID 39 PLANNING & ZONING 37148.80 MONTANA, ROBERT 34 PUBLIC WORKS 37003.20 ELLIS, NANCY E. 3L- PARKS & RECREATION 36795.20 KESSLER, MICHELLE 6 POLICE 36545.60 PETERSON, JANE Q. 42 COMMUNITY DEV. 36545.60 SOMMER, TOM D. 42 COMMUNITY DEV. 36462.40 REECE, JERIMIAH 1 POLICE 36462.40 BUCHANAN, SARAH 1 POLICE 36462.40 ZAMORA, ALEXANDER 1 POLICE 36462.40 REYNOLDS, ROGER 1 POLICE 36462.40 BURGESS, GREGORY J. 1 POLICE 36462.40 BRAEUTIGAM, MICHAEL 1 POLICE 36462.40 JENKINS, BRIAN 1 POLICE 05-07-2003 Page: 3 Annual Fay Employee Full Name Grade Sal Step Department 35776.00 NOVAK, FRANK 3E BUILDING SAFE TY 35776.00 CHISM, ROBERT 3E BUILDING SAFETY 35776.0C GARCIA. LYNN: 3L PUBLIC WORKS 35526.40 KANE, JEFFREY` MUNICIPAL WATER 35464.00 KRON. CARLENE F. € POLICE 35380.8C' TROTTER, DEBORAH E POLICE 34985.60 DELLERMAN, LYNANNE 32 PARKS & RECREATION 34403.20 SCHNEIDER, CAROLYN E. 30 MUNICIPAL WATER 34216.00 GAY. SHIRLEY 32 PLANNING & ZONING 34008.00 LOPEZ, JANELLE 4 POLICE 33966.40 BUDZ, JOSEPH= L MUNICIPAL WATER 33404.80 ACHESON. CAROL 27 LEGAL 33009.60 LITTLE, DIANE 3' POLICE 32676.80 WARNER, GAIL POLICE 32510.40 VICKERS, SHIRLEY A. 34 FINANCE 32468.80 RIVERA, EDGAR 31. MUNICIPAL WATER 32240.00 GARRICK, LINDA 3E PUBLIC WORKS 32115.20 WILLIAMS, CHARLES 31 PUBLIC WORKS 31720.00 CHAPARRO, IRIS L. 27 MUNICIPAL WATER 31 345.60 BILLINGS, JERRILYN 34 PLANNING & ZONING 31241.60 SERRA, FRANK 28 MUNICIPAL WATER 31012.80 FISCHER, MARGARET 6 POLICE 30742.40 JERALD, CLAYTON A. 3E MUNICIPAL WATER 30680.00 SORIANO, RAQUEL 31 COMMUNITY DEV. 30576.00 GIER, RITA K. 23 COURT 30409.60 JIMENEZ, RICHARD 25 PARKS & RECREATION 30243.20 CASTLE, SANDRA M. 1 POLICE 30118.40 MARTINEZ, CELINE 23 PARKS & RECREATION 29806.40 BRYAN, KATIE 5 POLICE 29494.40 HERNANDEZ, GILBERT 28 MUNICIPAL WATER 29099.20 SHELTON, SUSAN 22 MUNICIPAL WATER 29016.00 JACKSON, WALTER 31 PUBLIC WORKS 28995.20 JONES, JENNIFER 26 BUILDING SAFETY 28974.40 MORAN. DEBBIE 26 PLANNING & ZONING 28600.00 BUCHANAN. NANCY 23 FINANCE 28475.20 BILODEAU, JAMES 28 MUNICIPAL WATER 28412.80 SHULTHEIS, HARRIETT 2€ BUILDING SAFETY 28246.40 MORGAN, JOANNE 18 COURT 28059.20 HARDIN, TIM 31 PUBLIC WORKS 28017.60 CHAPMAN, DIANE 27 PLANNING & ZONING 27580.80 RAMIREZ, MARY 3 POLICE 27580.80 ANDRESEN, DANIELA 3 POLICE v 27372.80 ROMLEY, KRISTIE 27 PARKS & RECREATION 27372.80 HAYES, PATTY 26 PLANNING & ZONING 27331.20 HERSHA, LINDA 2 TOWN CLERK 27040.00 HOUSTON, DAVE 1E, TRANSIT SERVICES 27019.20 JOHNSON, KALLIE J. 2 COURT 26561.60 LENNON, DEBBIE L. 27 LEGAL 26520.00 BICKEL, JEAN 2:. FINANCE 26436.80 PARNELL, DONNA 2E MUNICIPAL WATER 26395.20 VALENCIA, LOUIS 26 MUNICIPAL WATER 26395.20 KYLE, LARRY R. 2S MUNICIPAL WATER 26249.60 CANEZ, RAMON 2a MUNICIPAL WATER 26000.00 STRONG, CATHERINE 3C COMMUNITY DEV. 05-07-200: age: 4 Annual Fav Employee Full Name Grade Sal Step Department 26000.00 ROSSI, CHERYL A. 3C COMMUNITY DEV. 26000.00 ROMAKER, JACK 2� MUNICIPAL WATEF. 25521.6C GALLAWAY'. MOLLY M. POLICE 25186.80 GUTIERREZ, CARLC` 22 PARKS & RECREATION 25064.00 SIERRA, JULIAN 25 MUNICIPAL WATEF 24960.00 HALL, DIANE M. 23 PUBLIC WORKS 24294.4C FITZGERALD, JOANNA 23 PUBLIC WORKS 24211.20 MICK, MICHAEL 1€ TRANSIT SERVICES 23940.80 JONES. CATHERINE 2:. BUILDING SAFETY 23857.60 MARTINEZ. CARLOS A. 25 PUBLIC WORKS 23566.40 NELSON, DON 25. MUNICIPAL WATER 23566.40 HINOGIANTE. RUBEN 25 MUNICIPAL WATER 23046.40 VOLZ. MASON 22 PARKS & RECREATION 22880.00 SALVADOR, ERIC F. 25 PUBLIC WORKS 22880.00 CURRY. KRISTINA 2 COMMUNITY DEV. 22588.80 LAGUNA. MANUEL H. 2E MUNICIPAL WATER 22588.80 ROMERO, FERNANDO N. 25 PUBLIC WORKS 21877.44 BECK, JOEL1 POLICE 21694.40 LACOSS, JIM 1€ TRANSIT SERVICES 20945.60 BURDETTE, DONNA 1€ TRANSIT SERVICES 20800.00 FUGGITI, ALINA V. 19 MUNICIPAL WATER 20800.00 PATTON, JENNIFER A. 19 MUNICIPAL WATER 20800.00 HARNISCH, BARBARA J. 16 TOWN CLERK 20592.00 DURAZZO, LINDA K. 18 COMMUNITY DEV. 20280.00 TERRIQUEZ, SELENE R. 18 COMMUNITY DEV. 19697.60 RIESTER, TROY 19 PARKS & RECREATION 19697.60 EVANS, LAUREN 19 PARKS & RECREATION 19656.00 MUNSON, ERIK 19 PUBLIC WORKS 19656.00 ALVARADO, HECTOR 19 PUBLIC WORKS 19425.12 JOHNSON, GARRY 25 PUBLIC WORKS 18720.00 GIBBS, DAWNE 18 COURT 18231.20 BROWN, TIMOTHY D. 1 POLICE 18231.20 HALLETT. SARAH 1 POLICE 15197.00 KUNZE, MARCIA R. 16 POLICE 15197.00 IVY, LARRY 1€ TRANSIT SERVICES 15158.00 WAGNON. MARION 1€ TRANSIT SERVICES 12870.00 MARTIN, PATRICIA 16 POLICE 12760.80 GARLAND, RHONDA D. 1 POLICE 11947.00 FRIEND, BRANDON 19 PARKS & RECREATION 11616.80 GASTREICH, RYAN 22 PARKS & RECREATION 11440.00 SHAHEEN, KATHLEEN 1€ TRANSIT SERVICES 11388.00 ALCOCER, JOYCE 22 PARKS & RECREATION 11336.00 DAVIS, KYLE 16 PARKS & RECREATION 11336.00 DAVIS, CASEY 16 PARKS & RECREATION 11336.00 DIGIACOMO, MARK 16 PARKS & RECREATION 11336.00 GERNER, SARAH 16 PARKS & RECREATION 11076.00 LYTLE, CAROLYN M. 16 HUMAN RESOURCES 10982.40 SHIPP, JULIA 16 PARKS & RECREATION 10982.40 WYER, EMILY 16 PARKS & RECREATION 10951.20 CASTRO HARRINGTON, CRISTINA 16 HUMAN RESOURCES 10753.60 PATTON, RAYMOND 19 PARKS & RECREATION 10556.00 MENDOZA, ADELINA 22 PARKS & RECREATION 10556.00 BROWN. SARAH E. 16 PARKS & RECREATION 10556.00 HOBROCK, MEGHAN A. 1€ PARKS & RECREATION 05-07-200a' Fage: 5 Annual Fav Employee Full Name Grade Sal Step Department 10556.00 EVEN. NICOLE M. 18 PARKS & RECREATION 10556.00 BRYANT, JASON 18 PARKS & RECREATION 10400.00 ROGERS. ERIN 18 PARKS & RECREATION 10400.00 R OMANOSKI, ZACHAR\. 18 PARKS & RECREATION 10400.00 WYER. SALL` 1 c PARKS & RECREATION 10400.00 MATHERN, DOUGLAS 18 PARKS & RECREATION 10400.00 HAMBLEN, LEANN 18 PARKS & RECREATION 10202.40 SALVADOR. CHRIST` 14 PARKS & RECREATION 10036.00 LEMKE, AARON 22 PARKS & RECREATION 9817.60 VOLANTE. TY 14 FARKS & RECREATION 9817.60 PRICE, JOSIAH 14 PARKS & RECREATION 9505.60 HAMBLEN, SCOTT 14 PARKS & RECREATION 9360.00 JACOBS. AMANDA. 18 PUBLIC WORKS 9360.00 WATSON, JOAN C. 12 PLANNING & ZONING 9224.80 BEDFORD. WES 17 PARKS & RECREATION 9224.80 BRANDT, AMBER i 7 PARKS & RECREATION 9100.00 WINFIELD, JAMES i 7 PARKS & RECREATION 9100.00 HYATT, AMY `L PARKS & RECREATION 8892.00 CLARK, MARLA L. 17 COMMUNITY DEV. 8892.00 LAVELLE, LUCI D. 17 COMMUNITY DEV. 8892.00 YOUNG, JULIE A. 17 COMMUNITY DEV. 8892.00 SMITH, KAREN R. 17 COMMUNITY DEV. 8892.00 FRY, SUSAN M. 17 COMMUNITY DEV. 8892.00 KRUEGER, ELIZABETH M. 17 COMMUNITY DEV. 8892.00 DAVIS, JACKIE M. 17 COMMUNITY DEV. 8892.00 CROSS, MARY B. 17 COMMUNITY DEV. 8892.00 DRYER, BARBARA E. 17 COMMUNITY DEV. 8704.80 RICHINS, JAMIE 17 PARKS & RECREATION 8704.80 DICKERT, STEVEN 17 PARKS & RECREATION 8704.80 MAXWELL, ANNA 17 PARKS & RECREATION 8704.80 TULLAR, NATALIE J. 17 PARKS & RECREATION 8704.80 BAUMAN, NICK S. 17 PARKS & RECREATION 8590.40 BEALS, SCOTT 12 POLICE 4201.60 FELICE. KATIE 12 POLICE 4035.20 ROMERO. AMY 12 COMMUNITY DEV. 4035.20 DURKIN. BRENNA 12 COMMUNITY DEV. 4035.20 PLACENCIO, GILBERT 1a. COMMUNITY DEV. 4035.20 PROVENCIO, PHIL 12 COMMUNITY DEV. 4035.20 NELSON, JOHN 12 COMMUNITY DEV. 4035.20 MYLIUS, DANIELLE 12 COMMUNITY DEV. 4035.20 FAVA, ESWEN 12 COMMUNITY DEV. 4035.20 CLEMENTS, MARY 12 COMMUNITY DEV. 4035.20 ELLERSON, DIANE 12 COMMUNITY DEV. - - -- _- 05-07-2002 Page: € _ EXHIBIT D Employee Full Name Annual Fay Job TitiE Department EASTON, ROBERT. 58676.80 PROF DEV ADMIN POLICE RUSSELL. SUSAN 58136.00 CIVIL ENGINEER : PUBLIC WORKS RODRIGUEZ. JOSE 58011.20 CIVIL ENGINEER. is PUBLIC WORKS HARTZ-MUSGRAVE, MAP` 57762.40 MANAGING LIBRARIAN. COMMUNITY DEL' VELLA. BAYER 57595.2C SR PLANNER PLANNING & ZONING KIEL. CHRISTOPHER E. 55827.20 SR PLANS EXAMINER BUILDING SAFETY RALLIS. MARY E. 55099.20 SR. ACCOUNTANT FINANCE WARREN. LORALYN 54204.80 STREET SUPT. PUBLIC WORKS LUKAS, JOHN 53976.00 TRANSIT SVCS ADMIN TRANSIT SERVICES MANSPEAKER. DON 53227.20 CONSTRUCTION MANAGER PUBLIC WORKS ANDREWS, JOSEPH 52104.00 CIVIL ATTORNEY LEGAL CONANT, ROBERT 50024.00 PLANNER II PLANNING & ZONING NELSON, SCOTT 50003.20 SPECIAL PROJ COORS TOWN MANAGER LUNN, KENNETH E. 49878.40 BLDG INSPECTOR II BUILDING SAFETY MONTANA, SUSANA C. 48297.60 PLANNER II PLANNING & ZONING KENDRICK, GEORGE A,. 47756.80 USO IV MUNICIPAL WATER LAVELLE, STAN 47382.40 SR CIVIL ENG TECH PUBLIC WORKS FAABORG, STEVEN . 47299.20 SR CIVIL ENG TECH PUBLIC WORKS RIERA, NANCY L. 47278.40 AA/DATA OPS MGR POLICE ANGELO, IMELDA V. 46800.00 MGT & BUDGET ANALYST FINANCE WIDERO, DEE 45656.00 SR. ZONING INSPECTOR PLANNING & ZONING WILSON, CHARLES 45510.40 BLDG INSPECTOR I BUILDING SAFETY KERN, MELISSP 44928.00 OFFICE MGR/PERMIT MG BUILDING SAFETY WILLETT, CAROL M. 44865.60 HR ANALYST HUMAN RESOURCES KOVITZ, ROBERT F. 44720.00 PUBLIC INFO OFFICER TOWN MANAGER MENDEZ, REBECCA V. 44220.80 PUBLIC INFO COORD POLICE WILLETT, DAVID 43659.20 PLANS EXAMINER BUILDING SAFETY HALL, SHIRLEY L. 43638.40 SR LIBRARIAN COMMUNITY DEV. MOEUR, SHEILA M. 43430.40 CRIMINAL PARALEGAL LEGAL NAVARRO, LORINDA M. 43305.60 CRIME ANALYST POLICE SNYDER. MICHEAL 43160.00 BLDG INSPECTOR II BUILDING SAFETY DUATO, RAUL F. 43014.40 GIS ANALYST PLANNING & ZONING SWANSON, IRENE H. 43014.40 SR CIVIL ENG TECH MUNICIPAL WATER SEAL. MICHAEL 42723.20 BLDG INSPECTOR II BUILDING SAFETY O'CONNOR. PHILIP N. 42224.00 PLANS EXAMINER BUILDING SAFETY MORA, ARADANIS A. 42182.40 COURT ADMINISTRATOR COURT TODNEM. MICHAEL 42016.00 CIVIL ENG DESIGNER PUBLIC WORKS SCHMIDT, STEPHEN E. 42016.00 PARK MAINT & FAC SUF PARKS & RECREATION REDO, FERNANDO F. 40019.20 CIVIL ENGINEER I PUBLIC WORKS BERGQUIST, DANNY 39748.80 R & D FIELD SUPVSR PUBLIC WORKS ANDERSON, GARLAND-JOHN 39707.20 CIVIL ENG TECH PUBLIC WORKS NAVARRO, MARK 39707.20 CONSTRUCTION INSPECT PUBLIC WORKS BOYD, DAVID E. 39062.40 EQUIP OP III PUBLIC WORKS BEARDSLEY, CHUCK 39000.00 CIVIL ENG DESIGNER PUBLIC WORKS BACZKIEWICZ, SUSAN 38688.00 ADM ASST TO TOWN MGR TOWN MANAGER GARRITY. ROXANA G. 38438.40 DEPUTY TOWN CLERK TOWN CLERK BONILLAS, JESUS F. 38001.60 CONSTRUCTION INSPECT MUNICIPAL WATER MOORE, MARK 38001.60 SR CIVIL ENG TECH MUNICIPAL WATER MCCALEB, KEVIN D. 38001.60 WATER CONSERV SPEC MUNICIPAL WATER RASTER, JASON A. 37980.80 INFO SYS TECH FINANCE SOPER, CHARLES W. 37731.20 USO III MUNICIPAL WATER CANNEY, MICHELE R. 37544.00 SR LIBRARY ASSOCIATE COMMUNITY DEV. VALENCIC, MICHAEL 37502.40 CIVIL ENG TECH PUBLIC WORKS RONQUILLO, DAVID 37148.80 PLANNER i PLANNING & ZONING 05-07-2003 Page: 1 Employee Full Nan-i€ Annual Fay Job Titl€ Department MONTANA. ROBER- 37148.80 ST MAINT CREW LEADER PUBLIC WORKS ELLIS. NANCY E. 37003.20 BIKE.PED.TRAIL COORE PARKS & RECREATION PETERSON. JANE C. 36545.60 LIBRARIAN COMMUNITY DEV. SOMMER. TOM E 36545.6CLIBRARIAN COMMUNITY DEV. CHISM. ROBER- 35776.00 BLDG INSPECTOR. BUILDING SAFETY NOVAK. FRANK 35776.00 BLDG INSPECTOR BUILDING SAFET` GARCIA. LYNN 357 76.00 CONTRACT COORDINATOR PUBLIC WORKS KANE. JEFFRE`r 35526.40 USO Ili MUNICIPAL WATER DELLERMAN, LYNANNE 34985.60 REC & VOL COOK PARKS & RECREATION SCHNEIDER, CAROLYN S. 34403.20 CUST SERV SUP\% MUNICIPAL WATER GAY. SHIRLEY 34216.00 DEVELOPMENT COORS PLANNING & ZONING BUDZ. JOSEPH. 33966.40 USO IH MUNICIPAL WATER. ACHESON. CAROL 33404.80 LEGAL ASSISTANT LEGAL LITTLE. DIANE 33009.60 SECRETARY II POLICE VICKERS, SHIRLEY A. 32510.40 ACCOUNTANT FINANCE RIVERA. EDGAR 32468.80 ENGINEERING AIDE MUNICIPAL WATER GARRICK, LINA 32240.00 CIVIL ENG TECH PUBLIC WORKS WILLIAMS. CHARLES 32115.20 ENGINEERING AIDE PUBLIC WORKS CHAPARRO, IRIS L. 31720.00 SECRETARY III MUNICIPAL WATER BILLINGS, JERRILYN 31345.60 PLANNING TECH PLANNING & ZONING SERRA, FRANK 31241.60 USO Il MUNICIPAL WATER JERALD, CLAYTON A. 30742.40 CONSTRUCTION INSPECT MUNICIPAL WATER SORIANO, RAQUEL 30680.00 SECRETARY IV COMMUNITY DEV. GIER, RITA K. 30576.00 COURT SVCS CLERK 11 COURT JIMENEZ, RICHARD 30409.60 PARK MAINT OP III PARKS & RECREATION MARTINEZ, CELINE 30118.40 ADMIN SECRETARY PARKS & RECREATION HERNANDEZ, GILBER7 29494.40 USO II MUNICIPAL WATER SHELTON, SUSAN 29099.20 CUST SERV REP II MUNICIPAL WATER JACKSON, WALTER 29016.00 MAINT SUP CREW LEADR PUBLIC WORKS JONES, JENNIFER 28995.20 DEVELOPMENT TECH II BUILDING SAFETY MORAN, DEBBIE 28974.40 DEVELOPMENT TECH II PLANNING & ZONING BUCHANAN. NANCY 28600.00 SR ACCOUNTING CLERK FINANCE BILODEAU, JAMES 28475.20 USO II MUNICIPAL WATER SHULTHEIS. HARRIETT 28412.80 DEVELOPMENT TECH II BUILDING SAFETY MORGAN. JOANNE 28246.40 COURT SVCS CLERK I COURT HARDIN. TIM 28059.20 FAC MAINT TECH PUBLIC WORKS CHAPMAN. DIANE 28017.60 SECRETARY III PLANNING & ZONING HAYES, PATTY 27372.80 DEVELOPMENT TECH II PLANNING & ZONING ROMLEY, KRISTIE 27372.80 POOL MANAGER PARKS & RECREATION HERSHA, LINDA 27331.20 ADMIN SECRETARY TOWN CLERK HOUSTON, DAVE 27040.00 LEAD DRIVER TRANSIT SERVICES JOHNSON, KALLIE J. 27019.20 COURT SVCS CLERK II COURT LENNON, DEBBIE L 26561.60 LEGAL SECRETARY LEGAL BICKEL, JEAN 26520.00 ACCOUNTING CLERK FINANCE PARNELL, DONNA, 26436.80 USO I MUNICIPAL WATER KYLE, LARRY F 26395.20 USO I MUNICIPAL WATER VALENCIA, LOUIS 26395.20 USO II MUNICIPAL WATER CANEZ, RAMON 26249.60 USO II MUNICIPAL WATER ROSSI, CHERYL A 26000.00 LIBRARY ASSOCIATE COMMUNITY DEV. STRONG, CATHERINE 26000.00 LIBRARY ASSOCIATE COMMUNITY DEV. ROMAKER, JACK 26000.00 USO I MUNICIPAL WATER GUTIERREZ, CARLOS 25188.80 PARK MAINT OP II PARKS & RECREATION SIERRA, JULIAN 25064.00 USO I MUNICIPAL WATER HALL, DIANE V 24960.00 SECRETARY IH PUBLIC WORKS 05-07-2003. Page: 2 Employee Full Name Annual Fay Job Title Department FITZGERALD, JOANN/ 24294.40 FAC MAINT COOK PUBLIC WORKS MICK, MICHAEL 24211.20 DRIVER TRANSIT SERVICES JONES. CATHERINE 23940.8C DEVELOPMENT TECH BUILDING SAFET'` MARTINEZ. CARLCS r.. 23857.60 EQUIF OF PUBLIC WORKS HINOGIANTE, RUBEN 23566.40 USG ! MUNICIPAL WATER NELSON. DON 23566.40 USO i MUNICIPAL WATER VOLZ, MASON 23046.40 PARK MAINT OF 11 PARKS & RECREATION SALVADOR, ERIC F. 22880.00 EQUIP OF i PUBLIC WORKS CURRY, KRISTIN[ 22880.00 SECRETARY II COMMUNITY DEV. ROMERO, FERNANDC N. 22588.80 MAINT SUPPORT TECH PUBLIC WORKS LAGUNA, MANUEL H. 22588.80 USO I MUNICIPAL WATER. LACOSS, JIM 21694.40 DRIVER TRANSIT SERVICES BURDETTE, DONNA 20945.60 DRIVER TRANSIT SERVICES FUGGITI, ALINA\ 20800.00 CUST SERV REF 1 MUNICIPAL WATER PATTON, JENNIFER A. 20800.00 CUST SERV REFI MUNICIPAL WATER HARNISCH, BARBARA J. 20800.00 SECRETARY I TOWN CLERK DURAZZO, LINDA K 20592.00 SECRETARY 1 COMMUNITY DEV. TERRIQUEZ. SELENE R. 20280.00 SECRETARY I COMMUNITY DEV. RIESTER, TROY 19697.60 PARK MAINT OF PARKS & RECREATION EVANS, LAUREN 19697.60 PARK MAINT OF I PARKS & RECREATION MUNSON, ERIK 19656.00 MAINT LABORER I PUBLIC WORKS ALVARADO, HECTOR 19656.00 MAINT LABORER I PUBLIC WORKS JOHNSON, GARRY 19425.12 MAINT SUPPORT TECH PUBLIC WORKS GIBBS, DAWNE 18720.00 COURT SVCS CLERK I COURT IVY, LARRY 15197.00 DRIVER TRANSIT SERVICES KUNZE, MARCIA R. 15197.00 RECEPTIONIST POLICE WAGNON, MARION 15158.00 DRIVER TRANSIT SERVICES MARTIN, PATRICIA 12870.00 RECEPTIONIST POLICE FRIEND, BRANDON 11947.00 PARK MONITOR PARKS & RECREATION GASTREICH, RYAN 11616.80 ASSIST POOL MGR PARKS & RECREATION SHAHEEN, KATHLEEN 11440.00 DRIVER TRANSIT SERVICES ALCOCER, JOYCE 11388.00 RECREATION LEADER PARKS & RECREATION DAVIS. CASEY 11336.00 WSI PARKS & RECREATION DAVIS. KYLE 11336.00 WSI PARKS & RECREATION DIGIACOMO. MARK 11336.00 WSI PARKS & RECREATION GERNER. SARAH 11336.00 WSI LEAD PARKS & RECREATION LYTLE. CAROLYN M. 11076.00 HR CLERK HUMAN RESOURCES SHIPP, JULIA 10982.40 WSI PARKS & RECREATION WYER, EMILY 10982.40 WSI PARKS & RECREATION CASTRO HARRINGTON, CRISTINA 10951.20 HR CLERK HUMAN RESOURCES PATTON, RAYMOND 10753.60 PARK MONITOR PARKS & RECREATION MENDOZA, ADELINA- 10556.00 RECREATION LEADER PARKS & RECREATION HOBROCK, MEGHAN A. 10556.00 WSI PARKS & RECREATION EVEN, NICOLE M 10556.00 WSI PARKS & RECREATION BRYANT, JASON 10556.00 WSI PARKS & RECREATION BROWN, SARAH E 10556.00 WSI PARKS & RECREATION ROGERS, ERIN 10400.00 WSI PARKS & RECREATION HAMBLEN, LEANN 10400.00 WSI PARKS & RECREATION MATHERN, DOUGLAS 10400.00 WSI PARKS & RECREATION WYER, SALLY 10400.00 WSI PARKS & RECREATION ROMANOSKI, ZACHARY 10400.00 WSI PARKS & RECREATION -SALVADOR, CHRISTY 10202.40 LIFEGUARD PARKS & RECREATION LEMKE, AARON 10036.00 RECREATION LEADER PARKS & RECREATION PRICE, JOSIAH 9817.60 LIFEGUARD PARKS & RECREATION 05-07-2003 Page: 3 07-2 Employee Full NamE Annual Pay Job TitiE Department VOLANTE, TY 9817.60 LIFEGUARE PARKS & RECREATION HAMBLEN. SCOT_. 9505.60 LIFEGUARE PARKS & RECREATION JACOBS. AMAND4 9360.0C CLERK RECEFTIONIE PUBLIC WORKS WATSON. JOAN C. 9360.00 FILE CLERK PLANNING & ZONING BEDFORD. WEE 9224.80 RECREATION AIDE PARKS & RECREATION BRANDT. AMBEF 9224.80 RECREATION AIDE PARKS & RECREATION HYATT, AMY 9100.00 RECREATION AIDE PARKS & RECREATION WINFIELD, JAMES_ 9100.00 RECREATION AIDE PARKS & RECREATION CROSS. MARY E. 8892.00 CUST SERV REF COMMUNITY DEV. KRUEGER. ELIZABETH M. 8892.00 CUST SERV REF COMMUNITY DEV. YOUNG, JULIE I 8892.00 OUST SERV REF COMMUNITY DEV. CLARK, MARLA 8892.00 OUST SERV REF COMMUNITY DEV. DAVIS, JACKIE M. 8892.00 CUST SERV REF COMMUNITY DEV. FRY, SUSAN M. 8892.00 CUST SERV REF COMMUNITY DEV. SMITH, KAREN R. 8892.00 CUST SERV REF COMMUNITY DEV. DRYER, BARBARA E. 8892.00 CUST SERV REF COMMUNITY DEV. LAVELLE, LUCI C. 8892.00 CUST SERV REF COMMUNITY DEV. BAUMAN. NICK S. 8704.80 RECREATION AIDE PARKS & RECREATION TULLAR, NATALIE .:'. 8704.80 RECREATION AIDE PARKS & RECREATION RICHINS, JAMIE 8704.80 RECREATION AIDE PARKS & RECREATION DICKERT, STEVEN 8704.80 RECREATION AIDE PARKS & RECREATION MAXWELL, ANNA 8704.80 RECREATION AIDE PARKS & RECREATION BEALS, SCOTT 8590.40 FILE CLERK POLICE FELICE, KATIE 4201.60 FILE CLERK POLICE PLACENCIO, GILBERT 4035.20 PAGE COMMUNITY DEV. ELLERSON, DIANE 4035.20 PAGE COMMUNITY DEV. FAVA, ESWEN 4035.20 PAGE COMMUNITY DEV. MYLIUS, DANIELLE 4035.20 PAGE COMMUNITY DEV. CLEMENTS, MARY 4035.20 PAGE COMMUNITY DEV. PROVENCIO, PHIL 4035.20 PAGE COMMUNITY DEV. NELSON, JOHN 4035.20 PAGE COMMUNITY DEV. ROMERO, AMY 4035.20 PAGE COMMUNITY DEV. DURKIN, BRENNA 4035.20 PAGE COMMUNITY DEV. WOLFF. WERNER S. .00 COUNCIL MEMBER TOWN COUNCIL ABBOTT. PAULA .00 COUNCIL MEMBER TOWN COUNCIL JOHNSON. RICHARD M. COUNCIL MEMBER TOWN COUNCIL ROCHMAN. BARTON C. COUNCIL MEMBER TOWN COUNCIL LOOMIS, PAUL H. 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(C 11; C C; N 1 - V L T T r T T L . . EXHIBIT F . 2003-2004 TOWN OF ORO VALLEY MERIT INCREASE GUIDELINES PERFORMANCE LEVEL DOES NOT MEET NEEDS MEETS ' EXCEEDS FAY LEVEL EXPECTATIONS IMPROVEMENT EXPECTATIONS EXPECTATIONS Lump-Sum Only At Maximum 0.0% 0.0% 0.00/E Town Manager's (120%) i Discretion 1 4TH QUARTILE Highest 25% 0.0% 0.0% 1.0% 1.5% of Range (Not to exceed Max.) (Not to exceed Max.) 3RD QUARTILE (50%-75% 0.0% 0.0% 1.5% 2.0% of Range) 2ND QUARTILE (25%-50% 0.0% 0.0% 2.0% 2.5% of Range) 1ST QUARTILE (Lowest 25% 0.0% 0.00/0 2.5% 3.0% of Range) • EXHIBIT G , . 1 1 step PD Ofcrs 1 3%merit 00/0 Merit under$60K Department/Division 00/o COLA 00/0 COLA $$ increase Police 6,562.481 I $ 6,617,191 $ 54,7101 Building Safety- 921,531 932,122 10,591 ' Comm Dev.Admin 199.477 201,000 1,523 Custodial/Facilitv 44,346 45,128 782 Economic Dev 138,305 139,402 1,097 Finance 430,289 435,316 5,027 GIS 52,379 53,755 1,376 Human Resources 176,806 177,408 602 Information Tech 129,248 130,210 962 Leal 455,680 459,299 3,619 Library Services 493,150 500,125 6,975 Magistrate Court 371,686 375,708 4,022 Parks &Recreation 667,743 673,238 5,495 Planni g& Zoning 692,155 697,970 5,815 Public Works 297,097 300,239 s 3,142 Town Clerk 194,115 195,325 1,210 Town Council 51,159 51,159 - Town Manager 305,556 308,043 2,487 GENERAL FUND 12,183,203 12,292,638 109,435 4;0 MEMORANDUM TO: Mayor and Council VIA: Chuck Sweet, Town Manager OP • IY\ FROM: Jeff Grant, Human Resources Direetortf\\ DATE: May 7, 2003 SUBJ: Standardization of Cost-of-Living Adjustment (COLA) (Item # 3 on the "Follow-Up issues from the May 5 Budget Review Session") I refery ou to a memo written by Melody Niese, Management and Budget Analyst, dated July 5, 2002 (attached—Exhibit A). In her memo, Melody recommended that the Town not use an average of the three indices suggested bythe FOP,but instead adopt the use of one (and she further suggested that we gg utilize either the Social Security Administration COLA methodology, or the Bureau of Labor Statistics index for Total Compensation for State and Local Government Workers. 1 share her concerns that if we were to combine two or more indices, the timing must be consistent. (It would not make sense to use one index from 2001, another from 2002, and yet a third from 2003, for example.) In addition, there is an inherent danger in "averaging averages," in that the weight of the individual averages can be skewed (i.e. average "A" could contain data from 5,000 sources, while average "B"might only contain similar data from 500 sources and average "C" from 5 sources. All would receive equal weight in the final averaging process. In addition, some data may be repeated in two or more of the individual "averages,"which would unduly influence the final figure by the weight of that repetitive data.. The dated nature of the report from the University of Arizona, College of Business makes it very difficult to use that data. The Eller College of Business develops the data primarilyas an offshoot of their Annual Economic Outlook Forecast—therefore it is reported at the end of the period for which the forecast was done, primarily to validate the p accuracy of the forecast. Of the other two indices, Melody recommended the use of the CPI-W (sample of data— Exhibit B), which is used by the Social Security Administration for its cost of living adjustments (see Exhibit C). Her feeling was that the CPI-W is a more accurate reflection of the "purpose of a cost of living adjustment." She also felt that the CPI-W "reflects the adjustment necessary to prevent inflation from eroding employee income as opposed to the Total Compensation for State and Government Employees (sample in pp p merelyshows the 12 month change in salaries for the applicable work Exhibit D) which danger in relying on that index can be shown in the current trend, wherein group." The d g yi g for the past year, and possibly ossibl the next two years, the 12-month growth of salaries of workers will probablylagbehind the CPT-W and the growth of salaries of government private in the sector. The Total Compensation index appears to be subject to g much broader swings than the CPI-W. (While availability of data from the Total Compensation for State and Government Workers has improved recently, it may still lag one calendar quarter behind the availability of CPI-W data, which is the most widely used. I agree with Ms. Niese's recommendation, and would also recommend the use of the CP IW (Exhibit B) for COLA consideration by the Town of Oro Valley. CPI-W information updatedthrough been throw h March, 2003. If we use the same methodology as the Social Security Administration to calculate the COLA, it would appear in the following way. CONSUMER PRICE INDEX - W 2001 2002 October 173.9 177.2 November 173.6 177.3 December 177.3 . 177.5 ,Average 173.6 177.3 COLA = (177.3 - 173.6) / 173.6 = 2.1% EXHIBIT A MEMORANDUM TC: David Andrews, Finance Director FROM Meiody Mese,, Management and Budget Analyst. DATE July ' 2002 Standardization of the Cost of Living Adjustment (COLA) At the June I own Council meeting; the Council directed stall to review establishing a standardized COLA. The Fraternal Order of the Police had suggested using an average of three different sources to develop a standardized COLA: the Social Security Administration COLA, the Bureau of Labor Statistics 1 Total Compensation for State & Government Employees, and an Index from the Economic and Business Research Division of the University of Arizona Eller College of Business. Social Security Administration COLA The Social Security Administration bases its COLA on the Bureau of Labor Statistics Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). The COLA is effective each year in December. It is calculated by comparing the difference between the CPI-W of the third quarter of the current year with the third quarter of the prior year. For example, the way in which the COLA effective December 2001 was calculated is shown below: Consumer Price Index --W 2000 2001 July 169.4 173.8 August 169.3 173.8 September 170.4 174.3 Avera s e 169.7 174.1 COLA = (174,1-169.7) / 169.7 = 2.6% Z otal Compensation for State & Government Employees The Bureau of Labor Statistics calculates several different indices each month. One of these is the Total Compensation for State & Government Employees. The most current data shows that the change between the First Quarter of 2001 and the First Quarter of 2002 is 3.9%. Average Salary Growth for T ucson The University of Arizona College of Business, Economic and BusinesE Research shows average salary growth specifically for the i ucson area, but it does nota ear to be updated as frequently as the other two indices. Currently appear p the most recent comparison is the difference between the year end 2000 and the year end 199,c?. Timing 11 is important to note that the time periods used for each index is different. t F Whichever index or combination of indices is used, they should be based in the sameeriod of time. The information used to calculate the Social Security's. P COLA and the Total Compensation of State & Government Employees is available throughout the year, so the Town could determine what common time V r period to use. Regardless of what time period is chosen, it is necessary that the ... . information is available by mid-March so that it can be included in the budget process. The index from the University of Arizona is less flexible in terms of time period that t can be used. It reflects the increase in average earnings in Tucson from one � calendar year to the next. Recommendation In choosing a standardized method of determining cost of living adjustments, only one index need be used, preferably either the Social Security's COLA ort e Total Compensation for State &. Government Employees. Using the Social Security'smay COLA not be the most specific to Government employees or workers in the Tucson area, however it is closer to the purpose of a cost of living adjustment. The CPI-W index reflects the adjustment necessary to prevent . inflation from erodingemployee income as opposed to the Total Compensation for State & Government Employees which merely shows the 12 month change in salaries for the applicable work group. Also, the COLA determined by the Social Security administration is available in December of each year, so it would be available to use at the start of the budget process. . EXHIBIT B C �� .4- rn k N r r J a. s { r.... 4) . - iv n' v r L i r c. fir' titq ,• . LL a i f ! Q M1 : Illl'. Vi; < 0 0 0 0 0 0 0 0 0 0 O U N tD M M lD ) .1.� M h ,--I tD 00 -I Ln ,--i M N C CS Tr Tr- Ln Ln Ln tD tD rN N N it __ �� 0 0 0 0 0 0 0 0 O 0 # ` M p1 01 LD rN o co to M r ' O M N\ o Ln 00 O Ln O M N Tr Ln in Ln lD 0 rN N N a 1 a.) fp i 0000000000 L. 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How to Contact Us Search Latest Cost-of-Living Adjustment WWUpdated October 18, 2002 f- introductior: Legislation enacted in 1973 provides for automatic cost-of-living adjustments, or COLAs. The COLAs prevent inflation from eroding Social Security and Supplemental Security Income (SSI) benefits. Latest COLA The latest COLA is 1.4 percent for Social Security benefits and SSI payments. Social Security benefits will increase by 1.4 percent beginning with the December 2002 benefits, which are payable in January 2003. Federal SSI payment levels will also increase by 1.4 percent effective for payments made for the month of January 2003. Because the normal SSI payment date is the first of the month and January 1 is a holiday, the SSI payments for January are always made at the end of the previous December. COLA is The Social Security Act specifies a formula for determining the COLA. In general, How the calculated the COLA i.,� equal to the percentage increase in the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W)from the third quarter of one year to the third quarter of the next. Computation of 1.4- For the December 2002 COLA, we measure the increase in the average CPI-W percent COLA from the third calendar quarter of 2001 to the third quarter of 2002. These averages are 174.1 and 176.6 for the third calendar quarters of 2001 and 2002, respectively, and are derived from monthly CPI-Ws developed by the Bureauof_Labor Statistics. CPI-W for-- Month 2001 2002 July 173.8 176.1 August 173.8 176.6 September 174.8 177.0 Total 522.4 529.7 Average (rounded to the nearest 0.1) 174.1 176.6 increase in the CPI-W from the third quarter of 2001 through the The percentage third quarter of 2002 is 1.4 percent. The calculation of this percentage increase is as follows (rounded to the nearest one-tenth of one percent): (176.6 - 174.1)/ 174.1 x 100 = 1.4. Possible limitation ti0n on the Legislation enacted in 1983 may limit the COLA if the combined assets of the Social COLA Securitytrust funds are below 20 percent of annual expenditures. (This limitation only applies lies to Social Security; SS..I would be unaffected.) Such limitation has not occurred in the past, nor does it affect the current COLA determination. The combined trust fund assets at the beginning of 2002 are estimated to be 262.6 percent of 2002 expenditures. Automatic Increases T rust Fund Data Beneficiary Data Actuaries at SSA Hctu Home Publlcaticn Compute Your Benefit onc _ - - I , V Privacy Policy I Accessibility Policy I Linking Policy I Site Mar GovBenefits ',NC-NT A „_A_ A 1.4..,...1 Cni)nn; EXHIBIT D , . Table 5. Total compensation,1 State and local government workers: Employment Cost Index by occupational and industry group, 1981-98 (Not seasonally adjusted) i 1 i Indexes (June 1989=100;; 1 Percent changes for I : ,•• ; Serieane yea3 months endee- 12 months enceo- s !- i , • . . i l March l June I Sept. 1 Dec. ! , . . ; . I March 1 June 1 Sept. ! Dec. • March I June ! Sept. i Dec. , ! i . . . 1 . • I ; State and local government: 1981 - 61.5 64.8 66.1 - - 5.4 2.0 - - - - 1982 I 67.0 67.3 70.3 70.8 1.4 0.4 , 4.5 .7 - 9.4 8.5 7.1 1983 ! 71.7 72.1 74.3 1 75.1 I 1.3 .6 ; 3.1 1.1 7.0 1 7.1 ; 5.7 6.1 198L ! 76.2 ; 76.6 I 79 1 80.1 1 1.5 .5 3.5 1.0 ! 6 1 6.2 i 6.7 ; 6.7 1985 1 81.0 81.2 1 84.01 84.6 1 1.1 .2 3.4 .7 6.3 6.0 1 5.9 1 5.E 1986 I 85.5 86.0 88.4 89.0 1.1 .6 1 2.8 .7 ' 5.6 5.9 1 5.2 1 5.2 1987 89.8 90.0 92.1 93.0 .9 .2 2.3 1.0 5.0 4.7 4.2 4.5 1988 94.2 94.5 97.1 98.2 1.3 .3 2.8 1.1 4.9 5.0 5.4 5.6 1989 99.4 100.0 103.3 104.3 1.2 .6 3.3 1.0 5.5 5.8 6.4 6.2 1990 105.8 106.5 109.4 110.4 1.4 .7 2.7 .9 6.4 6.5 5.9 5.8 1991 111.8 112.0 113.9 114.4 1.3 .2 1.7 .4 5.7 5.2 4.1 3.6 1992 115.2 115.7 117.9 118.6 .7 .4 1.9 .6 3.0 3.3 3.5 3.7 1993 119.3 119.6 121.4 121.9 .6 .3 1.5 .4 . 3.6 3.4 3.0 2.8 1994 122.6 123.1 125.0 125.6 .6 .4 1.5 .5 2.8 2.9 3.0 3.0 1995 126.4 126.9 128.7 129.3 .6 .4 1.4 .5 3.1 3.1 3.0 2.9 1996 129.9 130.2 131.9 132.7 .5 .2 1.3 .6 2.8 2.6 2.5 2.6 1997 133.2 133.3 135.0 135.7 .4 .1 1.3 .5 2.5 2.4 2.4 2.3 1998 136.5 136.9 139.0 139.8 .6 .3 1.5 .6 2.5 2.7 3.0 3.0 White-collar occupations: 1981 - 60.8 64.2 65.5 - - 5.6 2.0 - - - - 1982 66.3 66.5 69.8 70.4 1.2 .3 5.0 .9 - 9.4 8.7 7.5 1983 71.1 71.4 73.8 74.5 1.0 .4 3.4 .9 7.2 7.4 5.7 5.8 1984 75.6 75.9 78.8 79.6 1.5 .4 3.8 1.0 6.3 6.3 6.8 6.8 1985 80.5 80.7 83.6 84.2 1.1 .2 3.6 .7 6.5 6.3 6.1 5.8 1986 85.1 85.4 88.1 88.7 1.1 .4 3.2 .7 5.7 5.8 5.4 5.3 1987 89.4 89.6 91.9 92.8 .8 .2 2.6 1.0 5.1 4.9 4.3 4.6 1988 94.0 94.3 97.0 98.3 1.3 .3 2.9 1.3 5.1 5.2 5.5 5.9 1989 99.5 100.0 103.6 104.6 1.2 .5 3.6 1.0 5.9 6.0 6.8 6.4 1990 106.1 106.7 109.9 110.9 1.4 .6 3.0 .9 6.6 6.7 6.1 6.0 1991 112.2 112.3 114.2 114.6 1.2 .1 1.7 .4 5.7 5.2 3.9 3.3 1992 115.4 115.8 118.1 118.9 .7 .3 2.0 .7 2.9 3.1 3.4 3.8 1993 119.5 119.6 121.5 121.9 .5 .1 1.6 .3 3.6 3.3 2.9 2.5 1994 122.6 122.9 124.9 125.5 .6 .2 1.6 .5 2.6 2.8 2.8 3.0 1995 126.2 126.6 128.6 129.1 .6 .3 1.6 .4 2.9 3.0 3.0 2.9 1996 129.6 129.9 131.8 132.5 .4 .2 1.5 .5 2.7 2.6 2.5 2.6 1997 132.9 133.0 134.8 135.5 .3 .1 1.4 .5 2.5 2.4 2.3 2.3 1998 136.1 136.2 138.4 139.3 .4 .1 1.6 .7 2.4 2.4 2.7 2.8 Professional specialty and technical occupations: 1989 - 100.0 103.8 104.7 - - 3.8 .9 - - - - 1990 106.4 107.0 110.3 111.2 1.6 .6 3.1 .8 - 7.0 6.3 6.2 1991 112.3 112.4 114.5 115.0 1.0 .1 1.9 .4 5.5 5.0 3.8 3.4 1992 115.5 116.0 118.5 119.2 .4 .4 2.2 .6 2.8 3.2 3.5 3.7 1993 119.6 119.7 121.7 122.0 .3 .1 1.7 .2 3.5 3.2 2.7 2.3 1994 122.5 122.7 125.0 125.5 .4 .2 1.9 .4 2.4 2.5 2.7 2.9 1995 126.0 126.3 128.4 128.8 .4 .2 1.7 .3 2.9 2.9 2.7 2.6 1996 129.1 129.5 131.6 132.3 .2 .3 1.6 .5 2.5 2.5 2.5 2.7 1997 132.5 132.5 134.6 135.1 .2 .0 1.6 .4 2.6 2.3 2.3 2.1 1996 135.6 135.6 137.7 138.5 .4 .0 1.5 .6 2.3 2.3 2.3 2.5 Executive,administrative,and managerial occupations: 1989 - 100.0 103.1 104.1 - - 3.1 1.0 - - - - 1990 105.7 106.4 109.3 110.1 1.5 .7 2.7 .7 - 6.4 6.0 5.8 1991 112.2 112.0 113.3 113.7 1.9 -.2 1.2 .4 6.1 5.3 3.7 3.3 1992 115.0 115.2 116.8 117.8 1.1 .2 1.4 .9 1 2.5 2.9 3.1 3.6 See footnotes at end of table. 33 'L Table 9. Wages and salaries, State and local government workers: Employment Cost Index by occupational and industry group, 1981-96 (Not seasonally adjusted) indexes(June 1989=100) Percent changes for Series and yea- i months ended- 12 months ended- , March i June Sept. I Dec. I i 1 March 1 June Sept. Dec. I March , June Sept. 1 Dec. State and local government: 1981 v - 63.9 67.0 68.3 - - 4.9 1.9 - - - - 1982 69.1 69.4 72.5 72.8 1.2 0.4 4.5 .4 - 8.6 8.2 6.6 1983 73.5 73.9 76.1 76.6 ! 1.0 .5 3.0 I .7 { 6.4 6.5 5.0 5.2 1984 77.7 77.9 80.5 81.2 1.4 3 3.3 1 c I 5.7 5.4 1 5.8 6.0 1985 ? 82.0 1 82.2 85.1 85.7 1.0 .2 , 3.5 1 .7 1 5.5 l 5.5 1 5.7 5.5 198E 86.5 86.8 89.7 90.3 j .9 .3 3.3 .7 I 5.5 1 5.6 5.4 ' 5.4 1987 91.0 91.2 93.3 94.1 I .8 .2 2.3 1 .9 5.2 5.1 4.0 4.2 1988 95.0 95.2 97.7 98.7 1.0 .2 2.6 1.0 4.4 4.4 4.7 4.9 1989 99.5 100.0 103.1 103.9 .8 .5 3.1 .8 4.7 5.0 5.5 5.3 1990 105.1 105.7 108.6 109.4 1.2 .6 2.7 .7 5.6 5.7 5.3 5.3 1991 110.6 110.9 112.8 113.2 1.1 .3 1.7 , .4 5.2 4.9 3.9 3.5 1992 113.8 114.2 115.9 116.6 .5 .41.5 i .6 2.9 3.0 2.7 3.0 1993 117.2 117.4 119.3 119.7 .5 1 .2 1.6 I .3 3.0 2.8 2.9 2.7 1994 120.4 120.7 122.8 123.4 .6 .2 1.7 .5 2.7 2.8 2.9 3.1 1995 124.3 124.6 126.6 127.3 .7 .2 1.6 .6 3.2 3.2 3.1 3.2 1996 127.8 128.1 130.1 130.9 .4 .2 1.6 .6 2.8 2.8 2.8 2.8 1997 131.4 131.5 133.6 134.4 .4 .1 1.6 .6 2.8 2.7 2.7 2.7 1998 135.1 135.4 137.6 138.5 .5 .2 1.6 .7 2.8 3.0 3.0 3.1 White-collar occupations: 1981 - 63.0 66.4 67.7 - - 5.4 2.0 - - - - 1982 68.4 68.6 72.0 72.2 1.0 .3 5.0 .3 - 8.9 8.4 6.6 1983 72.8 73.2 75.5 76.0 .8 .5 3.1 .7 6.4 6.7 4.9 5.3 1984 77.0 77.2 80.1 80.7 1.3 .3 3.8 .7 5.8 5.5 6.1 6.2 1985 81.5 81.7 84.6 85.3 1.0 .2 3.5 .8 5.8 5.8 5.6 5.7 1986 86.1 86.3 89.4 90.0 .9 .2 3.6 .7 5.6 5.6 5.7 5.5 1987 90.7 90.8 93.1 94.1 .8 .1 2.5 1.1 5.3 5.2 4.1 4.6 1988 94.8 95.0 97.6 98.8 .7 .2 2.7 1.2 4.5 4.6 4.8 5.0 1989 99.6 100.0 103.4 104.2 .8 .4 3.4 .8 5.1 5.3 5.9 5.5 1990 105.5 106.0 109.2 109.9 1.2 .5 3.0 .6 5.9 6.0 5.6 5.5 1991 111.0 111.2 113.1 113.5 1.0 .2 1.7 .4 5.2 4.9 3.6 3.3 1992 114.0 114.3 116.2 116.9 .4 .3 1.7 .6 2.7 2.8 2.7 3.0 1993 117.5 117.6 119.6 119.9 .5 .1 1.7 .3 3.1 2.9 2.9 2.6 1994 120.6 120.9 122.9 123.6 .6 .2 1.7 .6 2.6 2.8 2.8 3.1 1995 124.4 124.6 126.8 127.4 .6 .2 1.8 .5 3.2 3.1 3.2 3.1 1996 127.9 128.2 130.3 131.1 .4 .2 1.6 .6 2.8 2.9 2.8 2.9 1997 131.4 131.5 133.7 134.5 .2 .1 1.7 .6 2.7 2.6 2.6 2.6 1998 135.0 135.2 137.6 138.5 .4 .1 1.8 .7 2.7 2.8 2.9 3.0 Professional specialty and technical occupations: 1989 - 100.0 103.7 104.4 - - 3.7 .7 - - - - 1990 105.8 106.3 109.8 110.6 1.3 .5 3.3 .7 - 6.3 5.9 5.9 1991 111.5 111.7 113.8 114.2 .8 .2 1.9 .4 5.4 5.1 3.6 3.3 1992 114.5 114.8 117.0 117.6 .3 .3 1.9 .5 2.7 2.8 2.8 3.0 1993 118.1 118.2 120.4 120.7 .4 .1 1.9 .2 3.1 3.0 2.9 2.6 1994 121.1 121.3 123.6 124.2 .3 .2 1.9 .5 2.5 2.6 2.7 2.9 1995 124.8 125.0 127.4 128.0 .5 .2 1.9 .5 3.1 3.1 3.1 3.1 1996 128.3 128.6 131.1 131.7 .2 .2 1.9 .5 2.8 2.9 2.9 2.9 1997 131.9 132.0 134.4 135.1 .2 .1 1.8 .5 2.8 2.6 2.5 2.6 1998 135.5 135.6 137.9 138.7 .3 .1 1.7 .6 2.7 2.7 2.6 2.7 Executive,administrative,and managerial occupations: 1989 - 100.0 102.8 103.7 - - 2.8 .9 - - - - 1990 104.9 105.7 108.4 108.9 1.2 .8 2.6 .5 - 5.7 5.4 5.0 1991 110.6 110.7 112.0 112.3 1.6 .1 1.2 .3 5.4 4.7 3.3 3.1 1992 113.3 113.5 114.7 115.5 .9 .2 1.1 .7 2.4 2.5 + 2.4 l 2.8 See footnotes at end of table. 70 MEMORANDUM TO: Mayor and Council VIA: Chuck Sweet, Town Manager , FROM: Jeff Grant, Human Resources Direct DATE: May 7, 2003 SUBJ: Response to Council Request—Employee Headcount Analysis � (item #6 on the "Follow-Upissues from May 5 Budget Review Sessions") • ud sessionMayor Loomis asked for an analysis of employee At the May 5, 2003 b get headcount as it related to the Holiday Party attendance. Equivalent, or FTE) staffing levels are included in the attached Our Budgeted (Full Time exhibit.it. In addition to our FTE staffing levels, however, the Human Resources Department is also concerned with our "raw"headcount, which includes seasonal and employees. The raw headcount frequently is more than our FTE. (For part-time example, in FY 2002-2003, the Libraryis budgeted for 2.5 "Library Pages." In fact, we have ten part-time, non-benefit eligible employees filling those 2.5 FTE "slots." Recreation Division provides an even more significant example. Staffing in the Parks and FTE Recreation Aides. Because the Recreation Aides work W e are budgeted for 2.5 the summer months and School Intercessions, it is not uncommon to primarily during have 30-40 part-time, non-benefit eligible Recreation Aides in "active" status at any given time. raw headcount often exceeds the FTE staffing levels in the budget, • In short, while the compensation levels are met throughinvited scheduling. By practice, we have the to the Employee members of our 'raw headcount" Holiday Party. While we experienced oincrease in our budgeted headcount in FY 2002-2003, as you will approximately a 4/o g see from the attached exhibit, our raw headcount at the time of the Holiday Party in 2002 had increased by approximately13%. The request for 14% increase in funding for the FY 2003-2004 Holiday Partyis a reflection of that increase, and an assumption that our attendance at future Holiday Parties will also continue to increase. i EMPLOYEE HOLIDAY PARTY HEADCOUNT ANALYSIS e, Q o0 e? ac' Q. e ,e) 6ce 44 ‹,- .e e0+- � �o a�' .Q o, FY Q)� P� 2002-2003 296.75 326 148 2001-2002 284.75 288 131 2000-2001 255.50 240 125 1999-2000 221.00 194 120 I:4f' c) cD j„*' . O a p C O O 'd" O tri iu 0 0 N O © N © 1 N. ,, 000 N V' C M z to i` M N r-•i O C c O O c M c` o tri iHN Hz M � CD ,,..., ,� N wrt O O c 0 O c t�- c ,Sti 'ala t` $ O 00 ^ N M e-+ V 00 - N cn I �,F r. • a CC aOi O \ o. . O CM ti`�iZt c* ,.0 Nw NN CD N G;N 'n ' tr) 06 N as CIA . O t.,) 8 - V...1 P.4 O q 44 te Oo© 500 1"4 ON8 8 C, O O C e-� els C� tV L'ZI f:1:14‘ ,ii; - r•-• en " en s.n h• OC c O O ,c Li., o ::) ............... M ,n o\ . Z.,3,O Ot V O 44 00 06 N Q V twsu-- V r0 ,-+ isti t,) O 0 c CD O c •a- c c 00 GO c N V c C:10 ta O O O O V 0 a. 00 lil t-�+ to Q V ^ ., ^ ^ ^ d" M V 00 Li) cl �, to G1 00 Cl C� `� t--+ G1 tr Cl OHO N O [: 8 Ch ti) 114 's e. 8 8 p ClLN to 0 G� c:,‘ ..a cD„, ••tt- 0- Z 00 00 N e '-4 v M 00 LS N r i , .I '•,. 11. i •1 to kt ko 4 5 5 *z q q tia ttl 'Z q t v o v v. t 1 t -4.. .q .. +� p . o L) hi4 C) j - gi La 41 , 441 It , 6 LI pIi 1 4:714 f PROJECT SHEET p.. ..L FY 2003— '04 CAPITAL IMPROVEMENTS PLAN -e.0 1 REQUEST FOR FUNDING PROJECT NAME: Town Council Chambers Security Improvements Number: GF202 Department: Town Clerk Department Priority: _ _l 1. Project Description: Reinforce Council Dias and Staff Dias with bullet proof materials (Keviar). 2. Project Location(if applicable): 11,000 N. La Canada Drive Oro Valley,Arizona F 3. How does this J ro'ect improve public health, safety, and welfare? P P This .ro'ect would ho•efull ins.rove the safet of our e ublic officials, volunteer Board/Commission members and Staff b reducing the risk of injury to them on the rare occasion that a violent .erson were to t to shoot a •ublic official volunteer Board/Commission member or staff during a public meetin 4. How does this project support stated community goals? N/A. 5. How does this project impact the Town's fiscal resources,A.)if funded B.) if not funded? A.The securit re.uest was hi: I •rioritized b CIP last ear however there was no mone available to fund this request. B.If not funded the •ublic officials Board/Commission volunteers and Staff will have no safe area to *et out of"harms wa "to .rotect themselves in the event of a shootin: or a violent situation. 5. How does this project have an effect on Town's service levels, A.)if funded B.) if not funded? A.This .ro'ect will im•rove the Town's service levels to our •ublic officials volunteer Board/Commission members and staff b .rovidin:bullet 'roof materials to the Dias. Ho•efull this would help to protect them from a shooting or violent situation. B.If not funded, there will be no protection given to our public officials,volunteer Board/Commission members and staff were a shooting or violent situation to occur. 6. How does this project impact Operation and Maintenance costs for the Town? Once this project is completed, there should be minimal Operation and Maintenance costs for the Town. 7. Does this project answer a threatening litigious situation or a legal mandate? N/A • 8. Is this project coordinated with other project(s)to create significant savings of time, money, and convenience? 1:i/5 MEMORANDUM TO: Mayor and Council VIA: Chuck Sweet, Town Manager Cal9) 1\ FROM: Jeff Grant, Human Resources Director v 1 DATE: May 7, 2003 SURA: Response to Council Request—Elected Officials Retirement Plan (Item #16 on the "Follow-Up issues from May 5 Budget Review Sessions") Pursuant to Council Member Johnson's request, I have attached a Summary of Benefits handout and the Arizona Revised Statutes concerning the Elected Officials Retirement Plan (E.O.R.P.). I have also included a listing of the jurisdictions that currently participate. I have requested additional information from the E.O.R.P. and should be able to provide it to Council by May 22, 2003. In the interim, it appears that basically the plan is a defined benefitP lan, and that jurisdictions that wish to participate must affect a joinder (similar reementag to the steps the Town took to provide for our Dispatchers' participation ation in the Corrections Officer Retirement Plan). In addition, according to the summary of benefits, an actuarial study also appears to be required. As options, I will also determine the possibility of Mayor and Council participating in the 401(a) or 457 programs offered by the Town, dependent upon the original plan � documents. A further response to this issue will be forthcoming pending additional communication with the E.O.R.P. personnel. EORP Summary of Benefits Page 1 of 4 SUMMARY OF BENEFITS - EORP 07/01/02 Purpose (A.R.S. §38-810.02.6) To provide a uniform, consistent and equitable statewide program for those eligible elected officials as defined by q the Plan. Eligibility (A.R.S. §38-801 and §38-804.A) All elected officials are members of the Plan, except that an elected official who is subject to term limits may elect h Plan for that specific term of office. An elected official means every elected official of this not to participate in the p state, every elected official of each county of this state, every justice of the supreme court, every judge of the court appeals, every judge of 'ud e of the superior court, every full-time superior court commissioner, the administrator g of the fund manager if the administrator is a natural person and each elected official of an incorporated city or townemployer whose em to er has executed a proper joinder agreement for coverage of its elected officials. Contributions (A.R.S. §38-810.A) Each member shall contribute 7.00% of salary to the Plan on a pre-tax basis. Each employer shall contribute the following: For state and employers,countya designated portion of certain fees collected by the Clerks of the Superior Courts, Courts ofAppealsSupreme and the Su reme Court plus additional contributions as determined by actuarial o salary. 38-810 valuation to ensure proper funding for the Plan, but not less than 2% of (A.R.S. § ) a p p cityor town employers, a level per cent of salary as determined by actuarial valuation to For incorporated ro o ensure proper er funding for the Plan but not less than 2/o of salary. (A.R.S. §38-810) Credited Service (A.R.S. §38-801, ¶ 3) Means the number of whole and fractional years of a member's service as an elected official after the elected ' effective date of participation for which member and employer contributions are on deposit with the official's p p fund, plus credited service as an elected official transferred to the Plan from another retirement system or plan plus public employees of this state, service as an elected official before the elected official's effective date of participation pursuant whichis beingfunded to a joinder agreement or which was redeemed pursuant to §38- 816. Average Yearly Salary (A.R.S. §38-801, ¶ 2) Means the highest average total salaryover a period of three consecutive years within the last ten completed years of credited dited service which was paid to the elected official at the time of death or retirement or at the time the elected official ceases to hold office. Normal Retirement (No Reduction for Age) (A.R.S. Sections 38-805.A and 38-808.B, ¶ 1) An elected official may retire upon meeting one of the following age and service requirements: 1. Age sixty-five years, with five or more years of credited service. 2. Age sixty-two years, with ten or more years of credited service. 3. Twenty or more years of credited service regardless of age. - ,r,,,�,���.�.. .. E0„r �n�,�,,-,� 5/8/2003 • EORP Summary of Benefits Page 2 of 4 The amount of a normal retirement pension is four percent (4%) of the member's average yearly salary multiplied bythe years of the member's credited service. Maximum is eighty percent (80%) of the member's P average yearly salary. Early Retirement (Reduction for Age) (A.R.S. §38-805.B and §38-808.B, ¶ 1) An elected official who has five or more years of credited service may retire before meeting the age or service requirement for normal retirement. The amount of an early retirement pension is computed by determining the amount of accrued normal retirement pension and then reducing the amount determined by three-twelfths of one percent for each month earlyretirement precedes the member's normal retirement age as noted above. The maximum reduction is 30%. Vested Termination (Deferred Retirement) An elected official with five or more years of credited service retains entitlement to deferred pension, upon ceasing to be an elected official, if the elected official's accumulated contributions are left on deposit in the retirementP lan. The amount of pension is determined in the same manner as a normal or early pension, whichever is applicable. Disability Retirement (A.R.S. §38-806 and §38-808.B, ¶ 2) The Fund may Managerretire an elected official who becomes incapacitated for the purpose of performing the 9 duties of the member's office based on a certification by a board of physicians that the member is mentally or physically Pincapacitated and qualifies for a disability retirement. The amount of pension is eighty percent (80%) of member's averageyearly salary if the elected official has ten (10) or more years of credited service or forty o elected official has five (5) but less than ten (10) percent (40/o) of the members average yearly salary if the years of credited service or twenty percent (20%) of the member's average yearly salary if the elected official has fewer than five (5) years of credited service. Survivor Pension (A.R.S. §38-807) Payable to the eligible beneficiary of a retired member or an active or inactive member who dies before Y g retirement. An eligible beneficiary is a surviving spouse who was married to the retired or active or inactive member for at least twoY ears; or, if there is no eligible spouse, then to a minor child. A surviving spouse's pension terminates upon death. A surviving child's pension terminates upon marriage, adoption or death or upon attainment of years,e 18 unless the child is a full-time student under the age of 23 or the child is under a disability which began before the child attained the age of 23. The amount of a surviving spouse's pension is three-fourths of theP ension being paid the deceased retired elected official or three-fourths of the pension which the member would have received assuming he had retired under a disability. The amount of a surviving child's pension is an equal share of the amount of a surviving spouse's pension. Death Benefit (A.R.S. §38-807.E) If a member dies and noP ension is payable on account of the member's death, the deceased member's accumulated contributions shall be paid to the beneficiary named by the member. Termination Refund (A.R.S. §38-804.B) Upon termination of employment for any reason other than death or retirement, a member shall, within twenty P days after filingapplication with the Fund Manager, receive a lump-sum payment, equal to the accumulated an PP contributions, as of the date of termination, less any benefits paid or any amounts owed to the Plan. A member forfeits all membership rights hts and credited service in the Plan upon receipt of refund of contributions. If the member has 5 or moreY ears of credited service upon termination they shall receive an additional amount according to the schedule below: ,_« r,c RAr Pn litrnI 5/8/2003 EORP Summary of Benefits Page 3 of 4 5 to 5.9-25% of member contributions deducted from the member's salary pursuant to ARS 38-810.A 6 to 6.9-40% of member contributions deducted from the member's salary pursuant to ARS 38-810.A 7 to 7.9-55% of member contributions deducted from the member's salary pursuant to ARS 38-810.A 8 to 8.9-70% of member contributions deducted from the member's salary pursuant to ARS 38-810.A 9 to 9.9-85% of member contributions deducted from the member's salary pursuant to ARS 38-810.A 10 or more-100% of member contributions deducted from the member's salary pursuant to ARS 38-810.A plus interest at 3% if left on deposit after 30 days. Reemployment And Repayment Of Contributions (A.R.S. §38-804.F) An elected official who terminates membership in the Plan and takes a refund of his contributions and is later re- employed e- em to ed as an elected official may restore prior service credits, if the elected official signs a written election P Y within ninety days after re-employment to reimburse the Plan within one year after the date of re-employment. The reimbursement will equal the amount previously withdrawn plus interest from the date of withdrawal to the date of repayment at the rate of 9% compounded annually. Remployment After Retirement (A.R.S. §38-804.G and §38-804.H) If a retired member subsequently becomes an elected official, contributions shall not be made to the Plan nor additionalY ears of credited service accrued. Additionally, if a retired member, by reason of election or reelection, becomes an elected official of the same office from which the member retired within a time period that is less than one full term for that office, the member shall not receive a pension until the member ceases to hold the same office. Redemption Of Prior Service (A.R.S.§38-816) Active members who hadP revious service in this state as an elected official with an employer now covered by the Plan before the effective date of participation and who received a refund of accumulated contributions from the applicable retirement system upon termination or who was not covered by a retirement system or plan during the PP Y elected official'sP rior elected official service may elect to redeem any part of the prior service by paying into the Plan the amounts required in A.R.S. §38-816.B. (Use Form E2) Purchase Of Prior Active Military Service (A.R.S. §38-820) A member may purchase up to four years of prior active military time that is not on account with any other retirement system. The member must pay the actuarial present value of the increase of credited service resulting from this purchase. (Use Form 18) Transfer Between State Retirement Systems (A.R.S. §38-921 and §38-922) Members of any of the four Arizona state retirement systems or plans who have credited service under another Arizona state retirement system or plan may transfer or redeem the credited service to their current Arizona state retirement system or plan by paying or transferring the full actuarial present value of the credited service into their current Arizona retirement system or plan with approval of the Fund Manager or retirement boards involved. A reduced credited service amount may be transferred based on the transfer of the actuarial present value of the credited service under the prior Arizona state system or plan. (Use Form U-2) Cola Benefit Increases (A.R.S. §38-818) r,--- i f ,-1-- 1 c/QI'nnV EORP Summary of Benefits Page 4 of 4 Effective July 1 of each year, each retired member or survivor of a retired member may be entitled to a permanent benefit increase in their base benefit. The maximum amount of the increase is four percent (4%) of the EORP benefit being received on the preceding June 30 and is contingent upon sufficient excess investment earningseligible for the fund. To be els for the increase the member or survivor must be age 55 or older on July 1 of the current year and was receiving benefits on or before July 31 of the previous year. A member or survivor is also eligible if theywere receiving benefits on or before July 31 of the two previous years regardless of age. g Health Insurance Premium Subsidy (A.R.S. §38-817) EORP retirees who have elected group health and accident insurance coverage provided and administered by For the state or another EORP employer and who had 8 or more years of credited service, the EORP will pay up to the following amounts: Single I Family Not Medicare All Not Medicare Eligible Medicare Eligible Eligible All Medicare Eligible One with Medicare 150.00 $100.00 $260.00 $170.00 $215.00 Those retired members who had between 5 and 8 years of credited service would receive a proportionate share of the full subsidy. Until June 30, 2003, a retiree or survivor who lives in a nonservice area receives up to the following amounts in addition to the subsidy listed above. A nonservice area is defined as an area in this state where the state retiree insurance program or employer's retiree health insurance program does not provide or administer a health group p 9 Hance organization (HMO) for which the member or survivor is eligible. The subsidy consists of up to the maime g following amounts: Single Family Not Medicare All Not Medicare Eligible Medicare Eligible Eligible All Medicare Eligible One with Medicare $300.00 $170.00 $600.00 $350.00 $470.00 State Taxation Of Eorp Benefits (A.R.S. §38-811 and §43-1022) 'v taxyear commencingJanuary 1, 1989, all EORP retirement benefits in excess of $2500 annually will be Effective subject to Arizona state tax. of 1:2 Fel Html 5/8/2003 TITLE 38, CHAPTER 5, ARTICLE 3 AND RELATED STATUTES ARIZONA REVISED STATUTES AS AMENDED 2002 ELECTED OFFICIALS' RETIREMENT PLAN \ STATE OF ARIZONA STATE OF ARIZONA ELECTED OFFICIALS' RETIREMENT PLAN INDEX TO ACT 38-801 Definitions 1 38-802 Elected officials' retirement plan and fund; administration 2 38-803 Powers and duties of the fund manager 2 38-803.01 Qualified governmental excess benefit arrangement; definitions 38-804 Membership; termination; reinstatement of credited service 3 38-805 Normal retirement and early retirement pensions 5 38-806 Disability retirement pensions 5 38-807 Survivor pensions 6 38-808 Pension payments; computation of amounts; termination 7 38-809 Correction of pension payment errors; assignments prohibited; liability 38-810 Contributions 8 38-810.01 Internal Revenue Code qualification 9 38-810.02 Statutory construction 9 38-811 Taxation of benefits; exemption of contributions and securities 9 38-812 Maximum annual pensions; limitations 9 38-813 Availability of retired judges for certain legal services; compensation .. 10 38-814 Termination of plan 10 38-815 Joinder agreement 11 38-816 Redemption of prior service 11 38-817 Group health and accident coverage for retired members; payment; definitions 12 38-818 Benefit increases 13 38-819 Lump sum payment of benefit increases 14 38-820 National guard or reserve members; credit for military service; payment of contributions during active military service 14 38-821 Charter city retirement system service credits; transfers 15 STATE OF ARIZONA ELECTED OFFICIALS' RETIREMENT PLAN RELATED STATUTES 12-119.01 Supreme court fees; distribution 18 12-120.31 Fees and costs; distribution 18 12-284.03 Distribution of fees 18 38-651.01 Group health and accident coverage for retired public employees and elected officials and their dependents 19 38-651.02 Expenditure of funds for group life and group accidental death and dismemberment insurance; group life coverage for former elected officials 21 38-782 Group health and accident coverage for retired public employees and elected officials and their dependents 22 38-921 Transfer of retirement service credits from one retirement system or plan to another retirement system or plan in this state 24 38-922 Transfer or redemption of service credits 24 Supplemental Defined Contribution Plans ( 38-951 through 38-954) 38-951 Definitions 25 38-952 Supplemental defined contribution plans establishment administration 26 38-953 Supplemental option 27 38-954 Vesting 28 Termination of the tax deferred annuity and deferred compensation pilot program 28 Termination of the defined contribution retirement plan option pilot program 28 41-3006.02 Elected officials' retirement plan; termination July 1, 2006 29 Article XXIX Public retirement systems 29 Elected officials' retirement plan; tax equity benefit increase 29 Delayed repeal 29 This is not an official version of the Arizona Revised Statutes. If there are any differences or discrepancies between this version and the official version compiled by the Arizona Secretary of State, the official version will prevail. ELECTED OFFICIALS' RETIREMENT PLAN TITLE 38,CHAPTER 5,ARTICLE 3 ARIZONA REVISED STATUTES AS AMENDED 2002 38-801. Definitions In this article, unless the context otherwise requires: 1. "Accumulated contributions" means the sum of all member contributions deducted from the member's salary pursuant to § 38-810, subsection A plus the amount transferred to the fund on behalf of the member plus the amount deposited in the fund pursuant to§ 38-816. 2. "Average yearly salary" means the result obtained by dividing the total salary paid to an employee during a considered period by the number of years, including fractional years, in which the salary was received. The considered period shall be the three consecutive years within the last ten completed years of credited service which yield the highest average. "Credited service" means the number of whole and fractional years of a member's service as an elected official after the elected official's effective date of participation for which member and employer contributions are on deposit with the fund, plus credited service as an elected official transferred to the plan from another retirement system or plan for public employees of this state, plus service as an elected official before the elected official's effective date of participation which is being funded pursuant to a joinder agreement in accordance with § 38-810, subsection C and § 38-815 or which was redeemed pursuant to§38-816. 4. "Effective date of participation" means August 7, 1985, except with respect to employers and their elected officials whose contributions to the plan commence after that date, in which case the effective date of their participation in the plan is specified in the applicable joinder agreement. 5. "Elected official"means: (a) Every elected official of this state. (b) Every elected official of each county of this state. (c) Every justice of the supreme court, every judge of the court of appeals, every judge of the superior court and every full-time superior court commissioner, except full-time superior court commissioners who failed to make a timely election of membership under the judges' retirement plan, repealed on August 7, 1985. (d) The administrator of the fund manager if the administrator is a natural person. (e) Each elected official of an incorporated city or town whose employer has executed a proper joinder agreement for coverage of its elected officials. 6. "Fund" means the elected officials' retirement plan fund. 7. "Fund manager"means the fund manager of the system. 8. "Pension" means a series of monthly payments to a person who is entitled to receive benefits under the plan. 9. "Plan" means the elected officials' retirement plan. 10. "Retired member" means a person who is being paid a pension based on the person's credited service as a member of the plan. 11. "System" means the public safety personnel retirement system. Page 1 Added by Laws 1985, Ch. 309, § 4. Amended by Laws 1987, Ch. 146, § 1; Laws 1994, Ch. 207, § 2; Laws 2000, Ch. 126, § 1. 38-802. - . . - -la a • ,a :a•. .s:' !t� . '• A. The elected officials' retirement plan is established. E. The elected officials' retirement plan fund is established. The fund shall be made up of the assets of the judges' retirement plan and the elected officials' retirement plan terminated on August 7, 1985 plus the assets generated by this plan and the assets of the administrator of the fund manager in the state employees retirement plan on the date of transfer plus any assets transferred to the fund in accordance with a joinder agreement. The fund shall be used exclusively for payment of benefits to retired members or their beneficiaries as provided in this article and for payment of the administration, operation and investment expenses of the plan. In no case shall any portion of the fund revert or otherwise be paid to an employer. C. The fund manager shall administer, manage and operate the plan and fund. Added by Laws 1985, Ch. 309, §4. Amended by Laws 1987, Ch. 146, § 2. 38-803. • - F ,a, • . - • I' .14 al-i.. - A. The fund manager, in the administration, management and operation of the plan and fund, shall: 1. Account for the operation, administration and investment expenses and allocate them against investment income. 2. Contract on a fee basis with an actuary to make an actuarial valuation of the plan based on the valuation method and valuation assumptions recommended by the actuary and approved by the fund manager. The actuary shall be a member of the American academy of actuaries. 3. Contract on a fee basis with an independent auditing firm to make an annual audit of the accounting records of the fund and file a copy of the audit with the auditor general. 4. Invest the monies in the fund as provided in§ 38-848. 5. Within a period of six months after the close of each fiscal year, submit a detailed report of the operation and the investment performance of the plan to the governor, the legislature and the members of the plan. 6. By November 1 of each even-numbered year provide a preliminary report and by December 15 of each even-numbered year provide a final report to the governor, the speaker of the House of Representatives and the President of the Senate on the contribution rate for the two ensuing fiscal years. B. The fund manager, in the administration, management and operation of the plan and fund, may: 1. Employ services as it deems necessary. 2. Either keep invested monies separate or commingle invested monies as it deems appropriate. 3. Delegate authority as it deems necessary and prudent to the administrator employed pursuant to § 38-848, subsection K, paragraph 6. 4. Do all acts, whether expressly authorized, which may be deemed necessary or proper for the protection of the fund. Added by Laws 1985, Ch. 309, §4; Amended by Laws 1997, Ch. 210, § 24, effective March 1, 1998. Page 2 38-803.01.Qualified governmental excess benefit arrangement; definitions A. The fund manager may establish a qualified governmental excess benefit arrangement for the sole purpose of enabling the fund manager to continue to apply the same formula for determining benefits payable to all employees covered by the plan whose benefits under the plan are limited by§ 415 of the internal revenue code. E. The fund manager shall administer the qualified governmental excess benefit arrangement. The fund manager has full discretionary fiduciary authority to determine all questions arising in connection with the arrangement, including its interpretation and any factual questions arising under the arrangement. C. All members and retired members of the plan are eligible to participate in the qualified governmental excess benefit arrangement if their benefits under the plan would exceed the limitation imposed by § 415 of the internal revenue code. D. On or after the effective date of the qualified governmental excess benefit arrangement, the employer shall pay to each eligible member of the plan who retires on or after the effective date and to each retired member who retired before the effective date and that member's beneficiary, if required, a supplemental pension benefit equal to the amount by which the benefit that would have been payable under the plan, without regard to any provisions in the plan incorporating the limitation on benefits imposed by§415 of the internal revenue code, exceeds the benefit actually payable taking into account the limitation imposed on the plan by § 415 of the internal revenue code. The fund manager shall compute and pay the supplemental pension benefits under the same terms and conditions and to the same person as the benefits payable to or on account of a retired member under the plan. E. The employer shall not fund benefits payable under the qualified governmental excess benefit arrangement. The employer shall pay benefits payable under the qualified governmental excess benefit arrangement out of the general assets of the employer. For administrative purposes, the employer may establish a grantor trust for the benefit of eligible members. The employer shall be treated as grantor of the trust for purposes of§677 of the internal revenue code. The rights of any person to receive benefits under the qualified government excess benefit arrangement are limited to those of a general creditor of the employer. F. The terms and conditions contained in the plan, other than those relating to the benefit limitation imposed by §415 of the internal revenue code, apply, unless the terms and conditions are inconsistent with the purpose of the qualified government excess benefit arrangement. G. For the purposes of this section: 1. "Internal revenue code"has the same meaning prescribed in §42-1001. 2. "Qualified governmental excess benefit arrangement" means a portion of the plan if: (a) the portion is maintained solely to provide to members of the plan that part of a member's annual benefit that is otherwise payable under the terms of the plan and that exceeds the limitations imposed by§415 of the internal revenue code. (b) under that portion, a direct or indirect election to defer compensation is not provided at any time to the member. (c) excess benefits are not paid from a trust that is a part of the plan unless the trust is maintained solely for the purpose of providing excess benefits. Added by Laws 1997, Ch. 239, § 1; amended by Laws 1998, Ch. 1, § 111, effective January 1;, 1999. 38-804. ii-es•- i'•' - ii-I. '•i' -•• . -11-1 . ., ., - A. All elected officials are members of the plan, except that a state elected official who is subject to term limits may elect not to participate in the plan. The state elected official who is subject to term limits shall Page make the election in writing and file the election with the fund manager within thirty days after the state elected official assumes office. The election is effective on the first day of the state elected official's eligibility for that term of office. The election not to participate is specific for that term of office. If a state elected official who is subject to term limits fails to make an election as provided in this subsection. the state elected official is deemed to have elected to participate in the plan. The election not tc participate in the plan is irrevocable and constitutes a waiver of all benefits provided by the plan for the state elected official's entire term, except for any benefits accrued by the state elected official in the plan for periods of participation prior to being elected to an office subject to term limits or any benefits expressly provided by law. The state elected official who elects not to participate in the plan shall participate in the Arizona state retirement system unless the state elected official makes an irrevocable election not to participate in the Arizona state retirement system as provided in § 38-727. B. If a member ceases to hold office for any reason other than death or retirement, within twenty days after filing a completed application with the fund manager, the member is entitled to receive the following amounts, less any benefit payments the member has received and any amount the member may owe to the plan: 1. If the member has less than five years of credited service with the plan, the member may withdraw the member's accumulated contributions from the plan. 2. If the member has five or more years of credited service with the plan, the member may withdraw the member's accumulated contributions plus an amount equal to the amount determined as follows: (a) 5.0 to 5.9 years of credited service, twenty-five per cent of all member contributions deducted from the member's salary pursuant to§ 38-810, subsection A.. (b) 6.0 to 6.9 years of credited service,forty per cent of all member contributions deducted from the member's salary pursuant to§ 38-810, subsection A.. (c) 7.0 to 7.9 years of credited service, fifty-five per cent of all member contributions deducted from the member's salary pursuant to§ 38-810, subsection A.. (d) 8.0 to 8.9 years of credited service, seventy per cent of all member contributions deducted from the member's salary pursuant to§ 38-810, subsection A.. (e) 9.0 to 9.9 years of credited service, eighty-five per cent of all member contributions deducted from the member's salary pursuant to§ 38-810, subsection A.. (f) 10.0 or more years of credited service, one hundred per cent of all member contributions deducted from the members salary pursuant to§ 38-810, subsection A.. C. If a member has more than ten years of credited service with the plan, leaves the monies prescribed in subsection B of this section on account with the plan for more than thirty days after termination of employment and after that time period requests a refund of those monies, the member is entitled to receive the amount prescribed in subsection B of this section plus interest at a rate determined by the fund manager for each year computed from and after the member's termination of employment. D. If the amount prescribed in subsection B or C of this section includes monies that are an eligible rollover distribution and the member elects to have the distribution paid directly to an eligible retirement plan or individual retirement account or annuity and specifies the eligible retirement plan or individual retirement account or annuity to which the distribution is to be paid, the distribution shall be made in the form of a direct trustee-to-trustee transfer to the specified eligible retirement plan. The distribution shall be made in the form and at the time prescribed by the fund manager. A member who receives the amount prescribed in subsection B or C of this section from the plan or who elects a transfer pursuant to this subsection forfeits the member's credited service and all rights to benefits under the plan and membership in the plan terminate. Paae 4 E. If an elected official who has terminated the member's membership in the plan pursuant to subsection B of this section is subsequently elected or otherwise becomes eligible for membership in the plan pursuant tc subsection A of this section, credited service only accrues from the date of the member's most recent eligibility as an elected official. F. Notwithstanding subsection E of this section, if an elected official files a written election form with the fund manager within ninety days after the day of the member's reemployment as an elected official and repays the amount previously withdrawn pursuant to subsection B or C of this section within one year after the date of the member's reemployment as an elected official, with interest on that amount at the rate of nine percent for each year, compounded each year from the date of withdrawal to the date of repayment, credited service shall be restored. Credited service shall not be restored until complete repayment is made to the fund. C. If a retired member subsequently becomes an elected official, contributions shall not be made by the retired member or the retired member's employer and credited service shall not accrue while the retired member is holding office. H. In addition to the provisions of subsection G of this section, if a retired member subsequently becomes, by reason of election or reelection, an elected official of the same office from which the member retired within a time period following the member's retirement that is less than one full term for that office, the member shall not receive a pension. If the elected official ceases to hold the same office, the elected official is entitled to receive the same pension the elected official was receiving when the elected official's pension was discontinued pursuant to this subsection. Nothing in this subsection prohibits a retired judge called by the supreme court to active duties of a judge pursuant to§ 38-813 from receiving retirement benefits. Added by Laws 1985, Ch. 309, § 4. Amended by Laws 1990, Ch. 236, § 1, effective. May 16, 1990; Laws 1994, Ch. 356, § 21; Laws 1995, Ch. 135, § 1; Laws 1997, Ch. 127, § 2; Laws 1999, Ch. 327, § 19; Laws 1999 Ch. 329, § 2; Laws 2001, Ch. 62, §1, retroactively effective to September 1, 1999; Laws 2001, Ch. 280, §4 and Ch. 380, §9; Laws 2002, Ch. 335, § 1. 38-805. Normal retirement and early retirement pensions A. A member who ceases to hold office is eligible for a normal retirement pension, if the member satisfies one of the following requirements: 1. Has attained age sixty-five with five or more years of credited service. 2. Has attained age sixty-two with ten or more years of credited service. 3. Has twenty or more years of credited service. B. A member who has at least five years of credited service and ceases to hold office as an elected official may take early retirement. C. On normal or early retirement a retired member shall receive a pension computed pursuant to§ 38-808, subsection B until the member's death. Added by Laws 1985, Ch. 309, §4; Laws 1999, Ch. 329, § 3. 38-806. Disability retirement pensions A. A member who becomes permanently mentally or physically incapacitated for the purpose of performing the duties of the member's office may receive disability retirement benefits if the fund manager finds that all of the following apply: 1. The member submits either personally or by a guardian an affidavit as to the nature of the member's incapacity. Paae 5 v 2. The member is medically examined by a board of three physicians, one designated by the administrator of the fund, one designated by the member or the member's guardian and one designated by the governor. . The board of physicians certifies to the fund manager that the member is mentally or physically incapacitated for the purpose of performing the duties of the member's office, the member's incapacity is expected to be of an indefinite duration and the member should be retired. B. On retirement by reason of disability under this section, a retired member shall receive a pension computed pursuant to § 38-808, subsection B, paragraph 2 until the member's death or until the member's pension is suspended, revoked or discontinued pursuant to this section. C. If the fund manager has reason to believe that a member, retired pursuant to this section but not yet eligible for normal retirement, may no longer be mentally or physically incapacitated from performing the duties of the public office from which the member retired, the fund manager may require such retired member to be medically examined. The examination shall be conducted by a board of three physicians, one designated by the administrator of the fund, one designated by the retired member or the member's guardian and one designated by the governor. D. The fund manager shall discontinue pension payments to a member retired pursuant to this section, if the board of physicians certifies that the member is mentally and physically capable of performing the duties of the public office from which the member retired. E. If the retired member refuses to submit to the medical examination, the administrator of the fund may suspend payment of the member's pension until the member submits to the medical examination. If the retired member refuses for one year or more to submit to medical examination, the fund manager shall revoke the pension of a member retired under this section. Added by Laws 1985, Ch. 309, §4. Amended by Laws 1991, Ch. 270, §7. 38-807. Survivor pensions A. The surviving spouse of a retired member shall be paid a pension which terminates on the death of the surviving spouse if the retired member was married to the surviving spouse for at least two years. The surviving spouse's pension under this subsection is three-fourths of the amount the retired member was receiving at the time of the member's death. B. The surviving spouse of an active or inactive member who dies before retirement shall be paid a pension which terminates on the death of the surviving spouse if the active or inactive member was married to the surviving spouse for at least two years. C. The surviving spouse's pension under subsection B of this section is three-fourths of the amount of pension computed according to § 38-808, subsection B, paragraph 2 under the assumption that the member had retired for reason of disability immediately before death. D. If the deceased retired or active or inactive member does not have an eligible surviving spouse or the pension of the eligible surviving spouse is terminated, each surviving unmarried child of the deceased retired or active or inactive member shall be paid a pension which terminates on adoption or the attain- ment of age eighteen unless the child is a full-time student under the age of twenty-three or the child is under a disability which began before the child attained the age of twenty-three. The amount of the pension of each surviving minor child of a deceased retired or active or inactive member is an equal share of the amount of the surviving spouse's pension. The surviving minor child's pension shall be paid to the person who is the legally appointed guardian or custodian of the eligible child. E. If a member dies and no pension is payable on account of the member's death,the deceased member's accumulated contributions shall be paid to the person or persons designated by the deceased member in writing and filed with the fund manager. If the designated person or persons do not survive the deceased member, the accumulated contributions shall be paid to the estate of the deceased member. Page 6 Added by Laws 1985, Ch. 309, § 4. Amended by Laws 1990, Ch. 236, § 2, effective May 16, 1990; Laws 1994, Ch. 356,§22; Laws 1997, Ch.239, §2; Laws 1999, Ch. 50, § 1. 38-808. Pension payments;computationQf amounts;termination A. Plan retirement commences on the first day of the month following the date of the member's retirement or death. Pension payments shall be received on or about the first day of the month next following the member's plan retirement. The last pension payment shall be made as of the last day of the month in which the death of the retired member or the surviving spouse or minor children occurs. Pension payments shall not be made in advance. B. The monthly pension shall be equal to one-twelfth of the following amount: 1. Four per cent of the member's average yearly salary multiplied by the member's credited service, not to exceed eighty per cent of the member's average yearly salary. This amount shall be reduced if the member takes early retirement pursuant to § 38-805, subsection B. The amount of reduction is three-twelfths of one per cent for each month the retired member's early retirement age precedes the member's normal retirement age pursuant to § 38-805, subsection A, except that the reduction shall not be more than thirty per cent. 2. A member who meets the requirements for a disability retirement pension shall receive a disability pension equal to four per cent of the member's average yearly salary multiplied by twenty years of credited service if the member has ten or more years of credited service, four per cent of the mem- ber's average yearly salary multiplied by ten years of credited service if the member has five or more years of credited service but fewer than ten years of credited service or four per cent of the member's average yearly salary multiplied by five years of credited service if the member has fewer than five years of credited service. C. If all pension payments terminate before an amount equal to the member's accumulated contributions has been paid, the difference between the member's accumulated contributions and the aggregate amount of pension payments shall be paid to the person or persons and in such shares as designated by the retired member in writing and filed with the fund manager. If the designated person or persons do not survive the retired member, the difference shall be paid to the estate of the retired member. Added by Laws 1985, Ch. 309, § 4. Amended by Laws 1987, Ch. 146, § 3; Laws 1988, Ch. 253, § 1, effective. June 29, 1988; Laws 1990, Ch. 236, § 3, effective. May 16, 1990; Laws 1991, Ch. 270, § 8; Laws 1994, Ch.207, § 3; Laws 1999, Ch. 329, §4. 38-809. . • 'i i . •-• '., .. 11•1 • . • . '• •_ . .,'.' .•�. . A. If the plan has made pension payments based on incorrect information and a person or an estate has been paid more than or less than would have been paid if the information had been correct, the fund manager shall adjust future payments so that the proper amount is paid. The adjustment may be made in such a manner that the equivalent actuarial present value of the benefit to which the person or estate is correctly entitled is paid. B. Notwithstanding any other statute, benefits, member contributions or court fees including interest earnings and all other credits payable under the plan are not subject in any manner to anticipation, alienation, sale, transfer, assignment, pledge, encumbrance, charge, garnishment, execution or levy of any kind, either voluntary or involuntary, before actually being received by the person entitled to the benefit, contribution, earning or credit under the terms of the plan, and any attempt to dispose of any right under the terms of the plan as proscribed in this subsection is void. The fund is not liable for or subject to the debts, contracts, liabilities, enlargements or torts of any person entitled to a benefit, contribution, earning or credit under the terms of the plan. Page 7 C. Nothing in this section exempts employee benefits of any kind from a writ of attachment, a writ of execution, a writ of garnishment and orders of assignment issued by a court of record as the result of a juaament for arrearaaes of child support or for child support debt. Added by Laws 1985. Ch. 309, §4. Amended by Laws 1994, Ch. 356, §23. 38-810. Contributions A. Each member shall contribute to the fund an amount equal to seven per cent of the member's gross salary. Contributions of members shall be made by payroll deductions. Every member is deemed to consent to these deductions. Payment of a member's compensation, less these payroll deductions, constitutes a full and complete discharge and satisfaction of all claims and demands by the member relating to remuneration for the member's services rendered during the period covered by the payment, v except with respect to the benefits provided under the plan. E. The fund manager's office shall be credited monthly with monies collected pursuant to § 12-119.01, subsection B, paragraph 2, § 12-120.31, subsection D, paragraph 2 and § 12-284.03, subsection A, paragraph 6. The monies credited to the fund pursuant to this subsection shall be deposited in the fund on a monthly basis, and there shall be a complete accounting of the determination of these monies deposited in the fund. C. As determined by actuarial valuations performed by the plan's actuary, each employer shall make level per cent compensation contributions sufficient under the actuarial valuation to meet both the normal cost plus the actuarially determined amount required to amortize the unfunded accrued liability over a rolling twenty year period beginning on July 1, 1997, except that, beginning with fiscal year 2001-2002, the employer contribution rate shall not be less than two per cent of salary. The monies deposited in the fund pursuant to subsection B of this section shall be used to reduce the contributions required of state and county employers only. Employers that entered the system under a joinder agreement shall also contribute an amount equal to the unfunded accrued liability for that employer. The unfunded liability for each new employer shall be actuarially determined by the plan's actuary as of the effective date of participation of each employer and shall be payable on the effective date of participation. D. The department of administration and the treasurer of each county and participating city and town shall transfer to the fund manager the contributions provided for in subsections A and C of this section within ten working days after each payroll date. The state, county treasurers and clerks of the superior court shall transfer the monies credited under subsection B of this section to the fund manager on or before the fifteenth day of each calendar month that follows the month in which the court fees were collected. Contributions and monies credited under subsection B of this section and transferred after these dates shall include a penalty equal to ten per cent per annum, compounded annually, for each day that the contributions or monies credited under subsection B of this section are late. Delinquent payments due under this subsection,together with interest charges as provided in this subsection and court costs, may be recovered by action in a court of competent jurisdiction against the person or persons responsible for the payments or, at the request of the fund manager, may be deducted from any other monies including excise revenue taxes payable to a political subdivision by any department or agency of this state. If requested by the fund manager, the state, county treasurers or clerks of the superior court shall transfer the monies credited under subsection B of this section, in a amount determined by the fund manager, directly to the qualified governmental excess benefit arrangement established pursuant to section 38- 803.01. E. The employer shall pay the member contributions required of members on account of compensation earned after August 7, 1985. The paid contributions shall be treated as employer contributions for the purpose of determining tax treatment under the United States Internal Revenue Code. The effective date of the employer payment shall not be before the date the retirement plan has received notification from the United States Internal Revenue Service that pursuant to § 414(h)of the United States Internal Revenue Code the member contributions paid will not be included in gross income for income tax purposes until the paid contributions are distributed by refund or pension payments. The employer shall Page 8 pay the member contributions from monies established and available in the retirement deduction account, which monies would otherwise have been designated as member contributions and paid to the retirement plan. Member contributions paid pursuant to this subsection shall be treated for all other purposes, in the same manner and to the same extent, as member contributions made before August 7, 1985. Added by Laws 1985, Ch. 309, § 4. Amended by Laws 1987, Ch. 146, § 4; Laws 1989, Ch. 297, § 2, effective. June 28, 1989; Laws 1989, Ch. 310, § 6; Laws 1990, Ch. 365, § 25; Laws 1991, Ch. 109, § 5, effective October 1, 1991; Laws 1996, Ch. 145, § 15; Laws 1996, Ch. 201, § 7; Laws 1997, Ch. 79, § 34, effective January 1, 1998; Laws 1997, Ch.239, § 3; Laws 1998, Ch. 138, §2; Laws 2000, Ch. 126, §2. 38-810.01. Internal Revenue Code qualification The legislature intends that the plan is a qualified pension pian under § 401 of the Internal Revenue Code, as amended, or successor provisions of law, and that the trust is exempt from taxation under§ 501 of the Internal Revenue Code as amended. The assets of the fund are held in trust for the exclusive benefit of the members and beneficiaries of the plan. The fund manager may adopt such additional provisions to the plan as are necessary to fulfill this intent. Added by Laws 2000, Ch. 126, § 3, retroactively effective to from and after August 6, 1985. 38-810.02. Statutory construction A. Because the plan as enacted at a particular time is a unique amalgam of rights and obligations having a critical impact on the actuarial integrity of the plan, the legislature intends that the plan as enacted at a particular time be construed and applied as a coherent whole and without reference to any other provision of the plan in effect at a different time. B. The plan was established in order to provide a uniform, consistent and equitable statewide program for those eligible elected officials as defined by the plan. A member of the plan does not have a vested right to benefits under the plan until the member files an application for benefits and is found eligible for those benefits. An eligible claimant's right to benefits vests on the date of the member's application for those benefits or the member's last day of employment under the plan, whichever occurs first. Added by Laws 2000, Ch. 126, § 3, retroactively effective to from and after August 6, 1985. 38-811. . .. '•i • •-s• ' • -.-si• '•i • 5. • '•i .5 5 - . .- The member and employer contributions and the securities in the fund are exempt from state, county and municipal taxes. Member and employer contributions that are made to and subsequently withdrawn from the fund after December 31, 1974 by a member from the accounts of the plan and are not received as benefits from the plan and benefits, annuities and pensions received by a member from the plan after December 31, 1988 are subject to state taxes pursuant to title 43. Added by Laws 1985, Ch. 309, §4. Amended by Laws 1989, Ch. 312, §8. 38-812. Maximum annual pensions; limitations A. The maximum annual pension, financed by monies other than the member's contributions to the plan, payable by the elected officials' retirement plan shall not exceed ninety thousand dollars. B. The limitations of subsection A are subject to the following conditions: 1. The maximum annual pension applies to a single life pension which is the actuarial equivalent of the pension paid by the plan. 2. If payment begins before the member is sixty-two, the maximum annual pension applies to an actuarially equivalent amount of pension beginning at age sixty-two. The actuarially equivalent Page 9 amount shall not be less than seventy-five thousand dollars if payment commences on or after the member reaches age fifty-five. If payment commences before age fifty-five, the maximum is the actuarial equivalent of a seventy-five thousand dollar pension commencing at age fifty-five. If payment begins after the member reaches age sixty-five, the ninety thousand dollar limit shall be increased to the actuarial equivalent of a ninety thousand dollar limit at age sixty-five. 4. If the member has fewer than ten years of service, the applicable maximum annual pension shall be multiplied by a fraction of which the numerator is the member's service and the denominator is ten. 5. The maximum amounts of ninety thousand dollars and seventy-five thousand dollars shall be increased as permitted by law to reflect cost of living adjustments. 6. Actuarial equivalents shall be determined using an interest rate of five per cent a year, compounded yearly, and the 1971 group annuity mortality table. C. Notwithstanding the provisions of subsection A, the pension payable under this plan may be reduced to the extent necessary, as determined by the plan, to prevent disqualification of the plan under § 415 of the Internal Revenue Code which imposes additional limitations on the pension payable to members who also may be participating in another tax qualified pension, profit sharing, savings or stock bonus plan of this state. The plan shall advise affected members of any additional limitation of their pension required by this subsection. Added by Laws 1985, Ch. 309, §4; Laws 1997, Ch. 239, §4. 38-813. • ... . • - -e ��_ .� , � .R. -& • - . •sI.-a , •se A. Every judge retired under this plan may, if physically and mentally able, be subject to call by the supreme court or the chief justice of the supreme court to assist the supreme court, court of appeals or superior court under such directions as the supreme court may give, including the examination of the facts in cases before the court, the examination of authorities cited and the preparation of opinions for and on behalf of the court. The court may order these opinions, to the extent approved by the court, to constitute the opinion of the court. The retired judge may, subject to any rule which the supreme court adopts, perform any duties preliminary to the final disposition of cases insofar as they are not inconsistent with the constitution of this state. B. Notwithstanding any provision of law to the contrary, a retired judge who is temporarily called back to the active duties of a judge is entitled to receive the same compensation and expenses as other like active judges less any amount received for that period in retirement benefits. Added by Laws 1985, Ch. 309, §4. 38-814. Termination of plan A. If the plan terminates, each member's accrued benefits to the date of termination become one hundred per cent nonforfeitable to the extent funded. After provision is made for all expenses of the plan, including expenses of liquidation, the assets of the plan shall be allocated by the payment or provision for the payment of benefits in the following order of preference: 1. To pay each elected official and nonretired former elected official an amount equal to his accumulated contributions. 2. To continue to pay pensions to retired members or their beneficiaries. 3. To provide for potential rights of elected officials and former elected officials on an equitable and nondiscriminatory basis according to generally accepted actuarial principles. 4. To pay any excess to this state. Page 1C E. The allocations in subsection A may be implemented through the existing trust, a new trust instrument for that purpose or the purchase by the fund manager of insurance company contracts, or by a combination of these methods. An elected official has no rights or claims on the plan or this state beyond the capacity of the assets held by the fund manager to provide benefits in accordance with subsection A. C. If the allocations produce a pension of less than twenty-five dollars per month for any person, the fund manager may pay a lump sum of actuarial equivalent value in lieu of the pension. Added by Laws 1985, Ch. 309, §4. 38-815. Joinder agreement A. Elected officials of an incorporated city or town may participate in the plan if the governing body of the city or town enters into a joinder agreement with the fund manager on behalf of its elected officials and the employer unconditionally accepts the provisions of the plan and binds its elected officials thereto. All elected officials shall be designated for membership unless written consent to the contrary is obtained from the fund manager. A member shall be qualified for participation in order to obtain written consent to the contrary from the fund manager. • E. The effective date of participation shall be specifically stipulated in the joinder agreement. C. Any city or town which is considering participation in the plan shall request a preliminary actuarial survey to determine the estimated cost of participation, the benefits to be derived and such other information as may be deemed appropriate. The cost of such survey shall be paid by the city or town requesting it. D. All assets under any existing public employee defined benefit retirement program, to the extent attrib- utable to the city's or town's elected officials, shall be transferred from the program to this fund no later than sixty days after the city's or town's effective date of participation. That portion of the transferred assets which is attributable to the elected official's contributions, including interest credits thereon, shall be properly allocated to each affected elected official of the city or town and credited to the elected official's accumulated contributions, in accordance with a schedule furnished by the city or town to the fund manager. Added by Laws 1987, Ch. 146, § 5; Amended by Laws 1997, Ch. 239, § 5; Laws 2001, Ch. 280§ 5 and Ch. 380, § 10. 38-816. Redemption of prior service A. Any present active elected official who had previous service in this state as an elected official with an employer now covered by the plan before the effective date of participation and who has received a refund from a prior retirement system or plan on termination of employment before the elected official's application for redemption of prior service or who was not covered by a retirement system or plan during the elected official's prior elected official service may elect to redeem any part of the prior service by paying into the fund any amounts required under subsection B of this section. Any present active elected official who has previous service as an elected official of this state or a city, town or county of this state and who was not covered by a retirement system or plan during that service whether or not the city, town or county is an employer now covered by the plan may elect to redeem any part of the prior service by paying into the fund any amounts required under subsection B of this section. B. Any present active elected official who elects to redeem any part of the prior service for which the elected official is deemed eligible by the fund manager under this section shall pay into the plan the amounts previously withdrawn by the elected official as a refund of the elected official's accumulated contributions, if any, plus the additional amount, if any, that is computed by the plan's actuary and that is necessary to equal the increase in the actuarial present value of projected benefits resulting from the Page 11 redemption calculated using the actuarial methods and assumptions adopted by the fund manager in accordance with § 38-803, subsection A, paragraph 2. C. Upon approval by the governing body of an incorporated city or town which executes a joinder agreement under§ 38-815.the city or town may pay into the fund all or any part of the amount sufficient to provide retirement benefits for elected officials or former elected officials for the time of service as an elected official of the city or town prior to the joinder agreement if no retirement benefits were in effect for elected officials during the time of service being redeemed under this section. Added by Laws 1987, Ch. 146§5; Laws 1999, Ch. 329, § 5. 38-817. • .0 r ter• .!-s -• - 7.0 • - ' -. is is - • .. is-. • •- .s. •'f A. The fund manager shall pay from the assets of the fund part of the single coverage premium of any group health and accident insurance for each retired member or survivor of the elected officials' retirement plan who receives a pension if the retired member had eight or more years of credited service under the plan. In order to qualify for payment pursuant to this subsection, the retired member or survivor shall elect single coverage and must have elected to participate in the coverage provided in § 38-651.01 or 38-782 or any other health and accident insurance coverage provided or administered by a participating employer of the elected officials' retirement plan. The fund manager shall pay up to: 1. One hundred fifty dollars per month for each retired member or survivor of the plan who is not eligible for medicare. 2. One hundred dollars per month for each retired member or survivor of the plan who is eligible for medicare. B. The fund manager shall pay from the assets of the fund part of the family coverage premium of any group health and accident insurance each month for a benefit recipient who elects family coverage and who otherwise qualifies for payment pursuant to subsection A of this section. The fund manager shall pay up to: 1. Two hundred sixty dollars per month if the retired member or survivor of the plan and one or more dependents are not eligible for medicare. 2. One hundred seventy dollars per month if the retired member or survivor of the plan and one or more dependents are eligible for medicare. 3. Two hundred fifteen dollars per month if either: (a) The retired member or survivor of the plan is not eligible for medicare and one or more dependents are eligible for medicare. (b) The retired member or survivor of the plan is eligible foe medicare and one or more dependents are not eligible for medicare. C. Each retired member or survivor of the plan with less than eight years of credited service and a dependent of such a retired member or survivor who participates in the coverage provided by § 38- 651.01 or 38-782 or who participates in any other health and accident insurance coverage provided or administered by a participating employer of the plan is entitled to receive a proportion of the full benefit prescribed by subsection A or B of this section according to the following schedule: 1. 7.0 to 7.9 years of credited service, ninety per cent. 2. 6.0 to 6.9 years of credited service, seventy-five per cent. 3. 5.0 to 5.9 years of credited service, sixty per cent. 4. Those with less than five years of credited service do not qualify for the benefit. Page 12 D. The fund manager shall not pay more than the amount prescribed in this section for a benefit recipient as a member or survivor of the plan. E. Through June 30, 2003. the fund manager shall pay an insurance premium benefit for each retired member or survivor of the plan who is entitled to a premium benefit payment pursuant to subsection A of this section and who lives in a nonservice area as follows: 1. Up to three hundred dollars per month for a retired member or survivor of the plan who is not eligible for medicare and who has eight or more years of credited service. 2. Up to one hundred seventy dollars per month for a retired member or survivor of the plan who is eligible for medicare and who has eight or more years of credited service. F. Through June 30, 2003, the fund manager shall pay an insurance premium benefit for a retired member or survivor of the plan who is entitled to a premium benefit payment pursuant to subsection B of this section and who lives in a nonservice area as follows: 1. Up to six hundred dollars per month if the retired member or survivor of the plan and one or more dependents are not eligible for medicare. 2. Up to three hundred fifty dollars per month if the retired member or survivor of the plan and one or more dependents are eligible for medicare. 3. Up to four hundred seventy dollars per month if either: (a) the retired member or survivor of the plan is not eligible for medicare and one or more dependents are eligible for medicare. (b) the retired member or survivor of the plan is eligible for medicare and one or more dependents are not eligible for medicare. G. A retired member or survivor of the plan who is enrolled in a managed care program in a nonservice area is not eligible for the payment prescribed in subsection E or F of this section if the member terminates coverage under the managed care program. H. Through June 30, 2003, a retired member or survivor of the plan may elect to purchase individual health care coverage and receive a payment pursuant to this section through the retired member's employer if that employer assumes the administrative functions associated with the payment, including verification that the payment is used to pay for health insurance coverage if the payment is made to the retired member or survivor of the plan. I. For the purposes of this section, "nonservice area" means an area in this state in which the Arizona state retirement system pursuant to section 38-782, the department of administration pursuant to section 38-651.01 or the member's or survivor's participating employer does not provide or administer a health care services organization program, excluding any preferred provider organization program or individual health indemnity policy, for which the retired member or survivor of the plan is eligible. Added by Laws 1990, Ch. 236, § 4, effective. May 16, 1990; Amended by Laws 1997, Ch. 127, § 3; Laws 1997,Ch. 239, §6; Laws 2001, Ch. 376, §2; Laws 2001, Ch. 383, §2. 38-818. Benefit increases A. Effective July 1 of each year, each retired member or survivor of a retired member is entitled to receive a permanent increase in the base benefit equal to the amount determined pursuant to this section if either: 1. The retired member or survivor of a retired member was receiving benefits on or before July 31 of the two previous years. Page 13 2. The retired member or survivor of a retired member was fifty-five years of age or older on July 1 of the current year and was receiving benefits on or before July 31 of the previous year. E. The monthly amount of a permanent increase provided by subsection A is determined as follows: . Determine the excess investment earnings on the actuarial present value of pensions in payment status. 2. Determine the actuarial present value, as of June 30 of the preceding calendar year, of a one-half per cent per month increase in the amount of each pension eligible for an increase. 3. Divide the amount determined in paragraph 1 of this subsection by the amount determined in paragraph 2 of this subsection. 4. From the quotient obtained in paragraph 3 of this subsection, drop any fraction. 5. Multiply the number obtained in paragraph 4 of this subsection by one-half of one per cent. C. The excess investment earnings of pensions in payment status are equal to the actuarial present value of pensions in payment status multiplied by the positive difference, if any, between the total return of the plan and nine per cent. The excess investment earnings on pensions in payment status are zero if the total return of the plan is less than or equal to nine per cent. D. As used in this section, total return and the actuarial present value of pensions in payment status are the amounts published in the annual report of the plan for the fiscal year ending June 30 of the calendar year preceding the July 1 of the increase. E. All excess investment earnings on pensions in payment status are available for benefit increases as provided in this section. Any excess investment earnings on pensions in payment status from any year which are not used for benefit adjustments for that year are available for future benefit increases in the following years. Earnings on the excess investment earnings on pensions in payment status account balance at the rate of the total return as published in the annual report of the plan shall be added each year to the excess investment earnings on pensions in payment status account balance and shall be available for future benefit increases. F. The maximum benefit increase under this section is limited to four per cent of the benefit being received on the preceding June 30. Added by Laws 1990, Ch. 236, §4, effective. May 16, 1990. Amended by Laws 1994, Ch. 356, § 24; Laws 1996, Ch. 198, § 1, effective retroactively to July 1, 1996; Laws 1998, Ch. 264, § 1; Laws 1999, Ch. 50, § 2, retroactively effective to July 1, 1999. 38-819. us .11 .. u-1 . s-1- . .� - Notwithstanding any provision of this article, the fund manager, at the request of a retired member, a survivor or the retired member's or survivor's guardian or conservator, may pay any increase in retirement benefits pursuant to this article in a lump sum payment based on the actuarial present value of the increase in the retirement benefits if the payment of the increase in retirement benefits would result in ineligibility for, reduction of or elimination of social service programs provided to the retired member or survivor by this state, a political subdivision of this state or the federal government. Added by Laws 1992, Ch.43, § 1, effective.April 27, 1992. 38-820. National guard or reserve members; credit for military service; payment of contributions during active military service A. A member of the plan may receive credited service for active military service if: 1. The member was honorably separated from the military service. Facie 14 2. The period of military service for which the member receives credited service does not exceed forty- eight months. a. The period of military service for which the member receives credited service is not on account with any other retirement system. E. Except as provided in subsection C, the cost to the member to purchase military credited service pursuant to this section is the amount necessary to equal the increase in the actuarial present value of projected benefits resulting from the credit. C. For a period of time of active military service but for not more than forty-eight months, an employer shall make employer contributions and member contributions for a person who was an active member of the plan on the day before the person began active military service, who satisfies the requirement of subsection A, paragraph 3 and who satisfies the following requirements: 1. Is a member of the Arizona national guard or is a member of the reserves of any military establishment of the United States. 2. Volunteers or is ordered into active military service of the United States as part of a presidential call- up. 3. Is honorably separated from active military service and returns to employment for the same employer from which the person left for active military service within ninety days after the date active military service is terminated or is hospitalized as a result of military service and returns to employment for the same employer from which the person left for active military service within ninety days after release from service related hospitalization or dies as a result of the military service. D. Contributions made pursuant to subsection C shall be for the period of time beginning on the date the member began active military service and ending on one of the following dates: 1. The date the member is separated from active military service. 2. The date the member is released from service related hospitalization or one year after initiation of service related hospitalization,whichever date is earlier. 3. The date the member dies as a result of active military service. E. Notwithstanding any other law, on payment of the contributions made pursuant to subsection C, the member shall be credited with service for retirement purposes for the period of time of active military service of not more than forty-eight months. F. The employer shall make contributions pursuant to subsection C based on the salary being received by the member immediately before the member volunteered or was ordered into active military service in a lump sum and without penalty when the member returns to employment or on receipt of the member's death certificate. If a member suffers a service related death, the employer shall make the employer and member contributions up to and including the date of the member's death. Death benefits shall be calculated as prescribed by law. G. Service credits for active military service shall not be applied to the member's account until such time as complete payment as determined in either subsection B or C is made to the retirement plan. H. A member shall submit a copy of the military discharge certificate (DD-256A) and a copy of the military service record (DD-214) or its equivalent with the member's application when applying for credited service for active military service, except that members of the Arizona National Guard and military reserves ordered into active military service as part of a presidential call-up are only required to submit a copy of the military service record (DD-214)or its equivalent. Paae 15 I. Notwithstanding any other law, the member is not required to reimburse the member's employer or the plan for any contribution made pursuant to subsection C. Added by Laws 1994, Ch. 207, §4; Laws 1995, Ch. 205, § 2. 38-821. Charter city retirement system service credits transfers A. A member of a charter city retirement system who is an elected official may apply for a transfer of service credits from the charter city retirement system to the elected officials' retirement plan pursuant to this section if all of the following conditions are met: 1. The member initiates the transfer by making written application to the elected officials' retirement plan. 2. The charter city retirement system and the elected officials, retirement plan agree regarding the terms of the transfer. 3. The transfer does not cause either the charter city retirement system or the elected officials' retirement plan to incur any unfunded accrued liabilities as a result of the transfer. E. Service credits qualified in accordance with subsection A may be transferred or redeemed in accordance with the following: 1. If a member's contributions remain on deposit with the charter city retirement system. The following shall be calculated: (a) the charter city retirement system shall calculate the amount equal to the actuarial present value of a member's projected benefits under the charter city retirement system as calculated by the system's actuary using the actuarial method and assumptions recommended by the system's actuary and based on the transferring member's service credits at the time of transfer. (b) the elected officials' retirement plan shall calculate the increase in the actuarial present value of the projected benefits provided as a result of the transfer of the member's service credits. This calculation shall be performed by the plan's actuary using the actuarial method and assumptions recommended by the plan's actuary and based on the transferring member's service credits at the time of transfer. 2. If a member decides to transfer: (a) if the amount calculated in paragraph 1, subdivision (b) of this subsection is greater than the amount calculated in paragraph 1, subdivision (a)of this subsection: (i) the charter city retirement system shall transfer to the elected officials' retirement plan the greater of the amount calculated in paragraph 1, subdivision (a) of this subsection or the member's accumulated contribution account balance. (ii) if the amount transferred is less than the amount calculated under paragraph 1, subdivision (b)of this subsection, the transferring member shall elect either to pay the difference or to accept a reduced transfer of service credits. If the member elects to pay the difference, the amount paid shall be added to the member's accumulated contribution account balance. If the member elects to accept a reduced transfer of service credits, the amount of service credits transferred shall be equal to the amount of service credits used in making the calculation under paragraph 1, subdivision (a) of this subsection multiplied by the ratio of the amount calculated under paragraph 1, subdivision (a)of this subsection to the amount calculated under paragraph 1, subdivision (b)of this subsection. Page 1€ (b) if the amount calculated in paragraph 1, subdivision (b) of this subsection is less than or equal to the amount calculated in paragraph 1, subdivision (a) of this subsection, the charter city retirement system shall transfer to the elected officials' retirement plan the greater of the amount calculated in paragraph 1, subdivision (b) of this subsection or the member's accumulated contribution account balance. . If an applicant has withdrawn member contributions from the charter city retirement system, the applicant shall pay into the elected officials, retirement plan an amount equal to the increase in the actuarial present value of the projected benefits provided by the service credits being redeemed and this amount shall be included in the member's current accumulated contribution account balance. The actuary of the elected officials' retirement plan shall perform this calculation using the actuarial method and assumptions the actuary recommends. C. Service credits shall not be applied to the applicant's account until complete payment is made to the elected officials' retirement plan. On completion of the transfer provided for in this section, the member's rights in the charter city retirement system are extinguished. Added by Laws 1999, Ch. 327, § 20. Page 17 v ELECTED OFFICIALS' RETIREMENT PLAN RELATED STATUTES 12-119.01. Supreme court fees; distribution E. The clerk of the supreme court shall transmit monthly to the state treasurer all of the monies collected pursuant to subsection A of this section. The state treasurer shall deposit all of the monies receives pursuant to this subsection as follows: 1. 27.78 per cent in the judicial collection enhancement fund established by§ 12-113 2. 26.00 per cent in the elected officials. retirement plan fund established by§ 38-802. The monies shall be transmitted to the fund pursuant to§ 38-810. a. 46.22 per cent in the state general fund. Amended by Laws 1997, Ch. 79, §9, eff. Jan. 1, 1998. 12-120.31. Fees and costs; distribution D. Excluding the monies that are retained pursuant to subsection C of this section, the clerk of the court of appeals shall transmit monthly to the state treasurer all monies collected pursuant to subsection A of this section. The state treasurer shall deposit all of the monies received pursuant to this subsection as follows: 1. 19.42 per cent in the judicial collection enhancement fund established by § 12-113. 2. 26.00 per cent in the elected officials' retirement plan fund established by § 38-8012. The monies shall be transmitted to the fund pursuant to§ 38-810. 3. 46.22 per cent in the state general fund. Amended by Laws 1995, Ch. 113, § 3, eff. April 17, 1995; Laws 1997, Ch. 79, § 11, eff. Jan. 1, 1998. 12-284.03. Distribution of fees A. Beginning on January 1, 1998, excluding the monies that are kept by the court pursuant to subsection B of this section, the county treasurer shall transmit, distribute or deposit all monies received from the clerk of the superior court pursuant to § 12-284, subsection K as follows: 1. 1.31 per cent to the state treasurer for deposit in the drug and gang enforcement account established by§41-2402 for the purposes of§41-2402, subsection H. 2. 8.87 per cent to the state treasurer for deposit in the domestic violence shelter fund established by § 36-3002. 3. 1.93 per cent to the state treasurer for deposit in the child abuse prevention fund established by§ 8-550.01. 4. In the county law library fund established pursuant to § 12-305,the following percentages: (a) 7.62 per cent if the county treasurer is serving in a county with a population of more than five hundred thousand persons according to the most recent United States decennial census, or (b) 15.30 per cent if the county treasurer is serving in a county with a population of five hundred thousand persons or less according to the most recent United States decennial census. 5. 0.35 per cent to the state treasurer for deposit in the alternative dispute resolution fund established by§ 12-135. Page 18 6. To the elected officials' retirement plan fund established by § 38-802, the following percentages, which shall be distributed to the fund pursuant to § 38-810. (a) 23.79 per cent if the county treasurer is serving in a county with a population of more than five hundred thousand persons according to the most recent United States decennial census, or (b) 15.30 per cent if the county treasurer is serving in a county with a population of five hundred thousand persons or less according to the most recent United States decennial census. 7. 17.07 per cent to the state treasurer for deposit in the judicial collection enhancement fund established by§ 12-113. E. 0.2E per cent to the state treasurer for deposit in the confidential intermediary and private fiduciary fund established by§ 8-135. 9. In the county general fund, the following percentages: (a) 31.29 per cent if the county treasurer is serving in a county with a population of more than five hundred thousand persons according to the most recent united states decennial census. (b) 32.10 per cent if the county treasurer is serving in a county with a population of five hundred thousand persons or less according to the most recent united states decennial census. B. 7.51 per cent of the monies transmitted, distributed or deposited pursuant to subsection A of this section shall be kept and used by the court collecting the fees in the same manner as the seven dollars of the time payment fee prescribed by§ 12-116, subsection B. Amended by Laws 1999, Ch. 346, § 9. 38-651.01. Group health and accident coverage for retired public employees and elected officials and their dependents A. The department of administration shall, by rule, adopt standards to establish group health and accident coverage for former employees who worked for the state of Arizona and who opt upon retirement to enroll or continue enrollment in the group health and accident coverage for active employees working for the state of Arizona, or disabled, and receiving either income from a retirement program of this state or long-term disability income benefits pursuant to § 38-651.03 or chapter 5, article 2.1 of this title and their dependents and to establish eligibility for retired or disabled state employees to participate in the coverage. The department of administration may adopt rules which provide that if a retired or disabled insured dies before an insured surviving dependent, the insured surviving dependent is entitled to extended coverage at group rates if the insured surviving dependent elects to continue in the coverage within six months of the retired or disabled insured's death and the insured surviving dependent agrees to pay the cost of the premium for group health and accident insurance. Upon notification of the retired or disabled insured's death, the department of administration shall immediately notify an insured surviving dependent of the provisions of this section. The department of administration may enter into agreements with disabled former state employees and their dependents who elect to obtain the coverage provided by this section. The agreements may include provisions for the payment of amounts sufficient to pay for the premium and administrative expense of providing the coverage. The department of administration may adopt rules which provide that upon the death of a state employee who at the time of death was eligible for normal retirement pursuant to § 38-781.07 under the Arizona state retirement plan, the insured surviving spouse and eligible dependent children are entitled to continue coverage under group rates provided that the deceased insured state employee, spouse and dependent children were insured at Page 19 v the time of the employee's death. The insured surviving spouse shall be charged an amount sufficient to pay the full premium for the coverage. E. The department of administration may, by rule, adopt standards to establish group health anc accident coverage for former elected officials of this state or its political subdivisions and their aependents and to establish eliaibility for former elected officials to participate in the coverage. Qualifications for eligibility shall include that the former elected official has at least five years of credited service in the elected officials' retirement plan pursuant to chapter 5 of this title, had been covered under a group health or group health and accident plan while serving as an elected official and had been serving as an elected official on or after January 1, 1983. The department of administration may adopt rules which provide that upon the death of an elected official or insured former elected official, the insured surviving spouse is entitled to coverage at group rates provided that the deceased insured former elected official met or would have met the qualifications for eligibility pursuant to this subsection or that the deceased elected official would have met the qualifications for eligibility had the deceased not been in office at the time of death. Except as provided in subsection J of this section, the insured former elected official or the insured surviving spouse shall be charged amounts which are sufficient to pay for the premium and state administrative expense of providing the coverage. Notwithstanding subsection J of this section, the standards shall provide that all or any portion of the former state employees or former elected officials or their dependents shall be grouped with officers and employees of the state and its departments and agencies or their dependents as necessary to obtain health and accident coverage at favorable rates. C. The state retirement system board may enter into agreements with retired and disabled state employee members of the system and plan who elect to obtain the coverage provided pursuant to subsection A of this section. The agreements may include provision for the deduction from the retirement benefits of participants of a retirement program of this state who elect to obtain the coverage of amounts sufficient to pay for the premium not covered under retirement benefits and state administrative expense of providing the coverage. D. Retired state employee or disabled state employee members of the public safety personnel retirement system, the elected officials' retirement plan, the corrections officer retirement plan or the optional retirement programs authorized pursuant to § 15-1628 who opt upon retirement to enroll or continue enrollment in the group health and accident coverage for active employees working for the state of Arizona and their dependents and who are receiving benefits from the public safety personnel retirement system, the elected officials' retirement plan, the corrections officer retirement plan or the optional retirement programs authorized pursuant to § 15-1628 may participate in group health and accident coverage provided pursuant to this section. The department of administration shall adopt rules which are necessary for the implementation of this subsection. E. The fund manager of the public safety personnel retirement system may enter into agreements with retired state employee members and their dependents who elect to obtain the coverage provided pursuant to this section. The agreements may include provision for the deduction from the retirement benefits of participants of a retirement program of this state who elect to obtain such coverage of amounts sufficient to pay for the premium not covered under retirement benefits and state administrative expense of providing the coverage. F. The fund manager of the public safety personnel retirement system may enter into agreements with retired judges and retired elected officials and their dependents who elect to obtain the coverage provided pursuant to this section. The agreements may include provision for the deduction from the retirement benefits of participants of a retirement program of this state who elect to obtain the Page 2C coverage of amounts sufficient to pay for the premium not covered under retirement benefits and state administrative expense of providing the coverage. C. The fund manager of the public safety personnel retirement system may contract with an insurance carrier and adopt standards to establish a group health and accident insurance coverage program for retiree members of the public safety personnel retirement system, their dependents and their spouses. Any members or spouses who elect to obtain the group health and accident coverage provided under this subsection shall agree to a deduction from their monthly retirement benefits of an amount sufficient to pay for the premium not covered under retirement benefits and administrative expense of providing the coverage. H. A county board of supervisors may enter into agreements to establish group health and accident coverage for retired or disabled county employees and their dependents who elect to obtain the coverage provided pursuant to § 11-263, subsection E. The agreements may include provision for the deduction from the retirement benefits of participants of a retirement program of this state who elect to obtain the coverage of amounts sufficient to pay for the premium not covered under retirement benefits and the administrative expense of providing for the coverage. I. Nonmedicare eligible retirees who live in this state, who enroll in a qualifying plan under this section and who reside outside the area of a qualifying health maintenance organization shall be offered the option to enroll with a qualified health maintenance organization offered through their provider under the same premiums as if they lived within the area boundaries of the qualified health maintenance organization provided that: 1. All medical services are rendered and received at an office designated by the qualifying health maintenance organization or at a facility referred by the health maintenance organization. 2. All nonemergency or nonurgent travel, ambulatory and other expenses from the residence area of the retiree to the designated office of the qualifying health maintenance organization or the facility referred by the health maintenance organization are the responsibility of and at the expense of the retiree. 3. All emergency or urgent travel, ambulatory and other expenses from the residence area of the retiree to the designated office of the qualifying health maintenance organization or the facility referred by the health maintenance organization shall be paid pursuant to any agreement between the health maintenance organization and the retiree living outside the area of the qualifying health maintenance organization. J. Public funds shall not be expended to pay all or any part of the premium of the insurance pursuant to this section except for monies authorized to be paid for any insured from the retirement plan which the insured is receiving benefits. Added by Laws 1976, Ch. 117, § 1. Amended by Laws 1977, Ch. 163, § 2, effective. June 6, 1977; Laws 1979, Ch. 96, § 1; Laws 1980, Ch. 153, § 2; Laws 1981, Ch. 271, § 2, effective. April 27, 1981; Laws 1983, Ch. 98, § 106; Laws 1983, Ch. 300, § 1; Laws 1984, Ch. 246, § 2; Laws 1986, Ch. 234, § 1, effective. April 29, 1986; Laws 1987, Ch. 282, § 1, effective. August 17, 1987; Laws 1988, Ch. 331, § 1; Laws 1989, Ch. 310, § 1; Laws 1990, Chapter 235, § 1; Laws 1994, Ch. 25, § 1; Laws 1994, Ch. 356, § 3; Laws 1995, Ch. 134, § 1, effective, April 17, 1995; Laws 1997, Ch. 291, § 3, effective July 1, 1998; Laws 1999, Ch. 300, § 12. 38-651.02. Expenditure of funds for group life and group accidental death and dismemberment 'lc . ., -• I. . .. - . - ..- . . II- - •'. .. Page 21 A. The department of administration may expend public funds appropriated for such purpose to procure group life insurance of at least five thousand dollars in coverage and group accidental death and dismemberment insurance of at least five thousand dollars in coverage for full-time officers and employees of the state and its departments and agencies. The department of administration by rule shall adopt standards for and designate qualifying plans and eligibility of officers and employees tc participate in such plans. Any group life insurance and group accidental death and dismemberment insurance plan designated as a qualifying plan by the department of administration must be open for enrollment to all permanent full-time state employees. B. The department of administration may by rule offer on a cost basis additional group life and group accidental death and dismemberment insurance to such officers and employees and the dependents of such officers and employees in amounts of not to exceed: 1. For the officer or employee, three times the annual salary of such officer or employee. 2. For the dependents of such officers or employees, an amount prescribed by the department of administration. C. The department of administration, by rule, may adopt standards to establish group life insurance coverage for former elected officials of this state and their dependents and to establish eligibility for the former elected officials to participate in the coverage. The department of administration may promulgate rules which provide that if the former elected official dies before an insured surviving spouse the surviving spouse is eligible to participate in the coverage. The standards may provide that all or any group of the former elected officials, their dependents or a surviving spouse may be grouped with officers and employees of this state or their dependents as necessary to obtain life insurance coverage at favorable rates. No public monies may be expended to pay the premium for insurance coverage pursuant to this subsection. Amended by Laws 1986, Ch. 97, § 1, effective. April 18, 1986; Laws 1987, Ch. 91, § 1, effective April 16. 1987; Laws 1996, Ch.256, §5. 38-782. Group health and accident coverage for retired public employees and elected officials and their dependents A. The board shall establish group health and accident coverage for eligible retired and disabled members and their dependents. Eligible retired and disabled members are those members who are receiving retirement benefits from ASRS or long-term disability benefits pursuant to § 38-651.03 or article 2.1 of this chapter and who elect not to obtain health and accident insurance through their former employer. If an insured retired or disabled member dies before the insured member's dependent beneficiary or an insured surviving dependent, the dependent beneficiary or insured surviving dependent is entitled to coverage at group rates if the dependent beneficiary or surviving dependent elects to continue in the coverage within six months of the insured member's death and the dependent beneficiary or surviving dependent agrees to pay the cost of the premium for group health and accident insurance. On notification of the insured member's death, the board shall immediately notify a dependent beneficiary of an insured surviving dependent of the provisions of this section. B. Retired members of the public safety personnel retirement system, the elected officials' retirement plan, the corrections officer retirement plan or the optional retirement programs authorized pursuant to § 15-1451 and 15-1628 and their dependents who are receiving benefits from the public safety personnel retirement system, the elected officials' retirement plan, the corrections officer retirement plan or the optional retirement programs authorized pursuant to § 15-1451 15-1628 and who are not covered by § 38-651.01 may participate in group health and accident coverage provided pursuant to this section. On the death of an insured member of the public safety personnel retirement system, Page 22 the elected officials' retirement plan, the corrections officer retirement plan or the optional retirement programs authorized pursuant to § 15-1451 and 15-1628, the insured surviving dependent is entitled to coverage at group rates. Except as provided in subsection H of this section, the surviving dependent shall be charged amounts that are sufficient to pay for the premium and administrative expense of providing the coverage. C. The board may enter into agreements with retired and disabled members of ASRS who elect to obtain the coverage provided pursuant to subsection A of this section. Those agreements may include provision for the deduction from the retirement benefits of the members who elect to obtain the coverage of amounts sufficient to pay for the premium not covered under retirement benefits and the administrative expense of providing the coverage. C. The fund manager of the public safety personnel retirement system may enter into agreements with retired members of the public safety personnel retirement system, the elected officials' retirement plan, the corrections officer retirement plan and their dependents who elect to obtain the coverage provided pursuant to this section. Those agreements may include provisions for the deduction of the retirement benefits of the members who elect to obtain the coverage of amounts sufficient to pay for the premium not covered under their retirement benefits and the administrative expense of providing the coverage. E. The board may enter into agreements with retired members of the optional retirement programs authorized pursuant to § 15-1451 and 15-1628 and their dependents who elect to obtain the coverage provided pursuant to this section. Those agreements may include provisions for the payment of amounts sufficient to pay for the premium and administrative expense of providing the coverage. F. If an insured member receiving long-term disability benefits pursuant to article 2.1 of this chapter becomes ineligible for the long-term disability benefits, the member and the covered dependents of the member may continue to participate in the group health and accident coverage provided pursuant to this section subject to the following conditions: 1. Participation in the coverage is limited to twelve months from the date the member ceases eligibility for benefits under article 2.1 of this chapter or the member commences employment, whichever occurs first. 2. The member shall pay the full premium cost of the coverage selected, and the member is not eligible for benefits pursuant to § 38-783. 3. If a member who participates in the coverage dies during the twelve month period provided by this subsection, covered dependents of the member may continue coverage after the death of the member through the end of the twelve month period. Covered dependents of the member who continue coverage pursuant to this paragraph shall pay the full premium cost of the coverage selected and are not eligible for benefits pursuant to section 38-783. G. Retired or disabled members who are not eligible for Medicare, who live in this state, who enroll in a qualifying health maintenance organization under this section and who reside outside the area of a qualifying health maintenance organization shall be offered the option of enrolling with a qualified health maintenance organization offered through their provider under the same premiums as if they lived within the area boundaries of the qualified health maintenance organization provided that: 1. All medical services are rendered and received at an office designated by the qualifying health maintenance organization or at a facility referred by the health maintenance organization. Page 23 2. All nonemergency or nonurgent travel, ambulatory and other expenses from the residence area of the member to the designated office of the qualifying health maintenance organization or the facility referred by the health maintenance organization are the responsibility of and at the expense of the member. All emergency or urgent travel, ambulatory and other expenses from the residence area of the member to the designated office of the qualifying health maintenance organization or the facility referred by the health maintenance organization shall be paid pursuant to any agreement between the health maintenance organization and the member living outside the area of the qualifying health maintenance organization. H. Public monies shall not be spent to pay all or any part of the insurance premium pursuant to this section except for monies authorized to be paid for any insured from the retirement plan from which the insured is receiving benefits. Added by Laws 1995, Ch. 32, § 14, effective, March 30, 1995; amended by Laws 1995, Ch. 134, § 13; Laws 1997, Ch. 291, § 4, effective July 1, 1998; Laws 1998, Ch. 236, § 3; Laws 1999, Ch. 300, § 15; Laws 2001, Ch. 136, § 18. 38-921. Transfer of retirement service credits from one retirement system or _plan to anothe( retirement system or plan in this state A. An active or inactive member of a state retirement system or plan, including the retirement system provided for in article 2 of this chapter, the elected officials' retirement plan provided for in article 3 of this chapter, the public safety personnel retirement system provided for in article 4 of this chapter or the corrections officer retirement plan provided for in article 6 of this chapter may transfer service credits from one system or plan to the member's current or former system or plan pursuant to § 38-922 if all of the following conditions are met: 1. The board or fund manager governing the retirement system or plan from which the service credits are being transferred mutually agrees with the board or fund manager governing the retirement system or plan to which the service credits are being transferred regarding the terms of the transfer. 2. The transfer does not cause either the retirement system or plan to which the transfer is made or the retirement system or plan from which the transfer is made to incur any unfunded accrued liabilities as a result of the transfer. 3. The member initiates the transfer by making written application to the governing board or fund manager of the retirement system or plan to which the member is contributing. B. For the purposes of this section: 1. "Active member' means a member who satisfies the eligibility criteria of the state retirement system or plan and who is currently making member contributions to or receiving credited service from the state retirement system or plan. 2. "Inactive member" means a member of the state retirement system or plan who previously made contributions to the state retirement system or plan and who satisfies each of the following: (a) Has not retired. (b) Is not eligible for active membership in the state retirement system or plan. (c) Is not currently making contributions to the state retirement system or plan. (d) Has not withdrawn contributions from the state retirement system or plan. Page 24 Added by Laws 1989, Ch.310, § 16; Laws 1995, Ch. 32, § 19; Amended by Laws 2001, Ch. 123 §1. 38-922. Transfer or redemption of service credits A. Service credits qualified in accordance with § 38-921 may be transferrer or redeemed in accordance with this section. E. In the case of a member whose contributions remain on deposit with the prior retirement system or plan, the following shall be calculated: 1. The prior system or plan shall calculate the amount equal to the actuarial present value of a member's projected benefits under the prior system or plan as calculated by that system's or plan's actuary using the same actuarial method and assumptions used in calculating that system's or plan's funding requirements based on the transferrins member's service credits at the time of transfer. 2. The system or plan to which the member is transferring shall calculate the increase in the actuarial present value of the projected benefits provided as a result of the transfer of the member's service credits. This calculation shall be performed by that system's or plan's actuary using the same actuarial method and assumptions used in calculating that system's or plan's funding requirements based upon the transferring member's service credits at the time of transfer. C. In the event a member decides to transfer: 1. If the amount calculated in subsection B, paragraph 2 is greater than the amount calculated in subsection B, paragraph 1: (a) The prior system or plan shall transfer to the present system or plan the greater of the amount calculated in subsection B, paragraph 1 or the member's accumulated contribution account balance. (b) If the amount transferred is less than the amount calculated under subsection B, paragraph 2, the transferring member shall elect either to pay the difference or to accept a reduced transfer of service credits. If the member elects to pay the difference, the amount paid shall be added to the member's accumulated contribution account balance. If the member elects to accept a reduced transfer of service credits, the amount of service credits transferred shall be equal to the amount of service credits used in making the calculation under subsection B, paragraph 1 multiplied by the ratio of the amount calculated under subsection B, paragraph 1 to the amount calculated under subsection B, paragraph 2. 2. If the amount calculated in subsection B, paragraph 2 is less than or equal to the amount calculated in Subsection B, paragraph 1, the prior system or plan shall transfer to the present system or plan the greater of the amount calculated in Subsection B, paragraph 2 or the member's accumulated contribution account balance. D. In the case of an applicant who has withdrawn his member contributions from another prior system or plan of this state, the applicant shall pay into the new system or plan to which he is transferring an amount equal to the increase in the actuarial present value of the projected benefits provided by the service credits being redeemed and this amount shall be included in the member's current accumulated contribution account balance. This calculation shall be performed by the actuary of the system or plan to which the service credits are being transferred using the same actuarial method and assumptions used in calculating that system's or plan's funding requirements. E. Service credits shall not be applied to the applicant's account until such time as complete payment is made to the retirement system or plan to which the applicant is transferring. On completion of the transfer provided for in this article, the member's rights in the retirement system or plan from which the member is transferring are extinguished. Page 25 Added as § 38-952 by Laws 1989, Ch. 310, § 16. Renumbered as § 38-922; Amended by Laws 1991, Ch. 270, § 10. Article 8. Supplemental Defined Contribution Plans 38-951 Definitions in this article, unless the context otherwise requires: 1. "Board" means the Arizona state retirement system board established by section 38-713. 2. "Eligible group" means any of the following: (a)The Arizona state retirement system established by article 2 of this chapter. (b)The elected officials' retirement plan established by article 3 of this chapter. (c)The public safety personnel retirement system established by article 4 of this chapter. (d)The corrections officer retirement plan established by article 6 of this chapter. (e)An optional retirement program established pursuant to section 15-1451 or 15-1628. 3. "Employer" means an agency or department of this state or an agency or department of a political subdivision of this state that has employees in an eligible group. 4. "Fund manager" means the fund manager established by section 38-848. 5. "Plan" means a supplemental defined contribution plan authorized by this article. Added by Laws 2001, Ch. 280 § 9 and Ch. 390, §15. 38-952. Supplemental defined contribution plans establishment administration A. The board, employer or fund manager of an eligible group may establish, administer, manage and operate a supplemental defined contribution plan. The fund manager may establish a single supplemental defined contribution plan for all contributing members of the retirement system and plans it administers. B. If a board. employer or fund manager establishes a supplemental defined contribution plan: 1. The board may delegate authority to implement the plan to its director appointed pursuant to section 38-715. 2. The employer may delegate authority to implement the plan to its internal benefits administrator or designee. 3. The fund manager may delegate authority to implement the plan to the administrator employed pursuant to section 38-848, subsection K, paragraph 6. 4. The board or fund manager may: (a) Employ services it deems necessary, including legal services, for the operation and administration of the plan. (b)Administer the plan through contracts with multiple vendors. (c) Perform all acts, whether or not expressly authorized, that it deems necessary and proper for the operation and protection of the plan. (d) For the purposes of this article, enter into intergovernmental agreements pursuant to title 11, chapter 7, article 3. Page 26 C. A supplemental defined contribution plan shall be designed to be a qualified governmental plan under section 401(a) of the internal revenue code. The legislature intends that a supplemental defined contribution plan is a qualified plan under section 401 of the internal revenue code. as amended, or successor provisions of law, and that a plan is exempt from taxation under section 501 of the internal revenue code. The board, employer or fund manager may adopt any additional provisions to a plan that are necessary to fulfill this intent. D. Although designated as employee contributions, all employee contributions made to a plan shall be picked up and paid by the employer in lieu of contributions by the employee. The contributions picked up by an employer may be made through a reduction in the employee's salary or an offset against future salary increases, or a combination of both. An employee participating in a plan does not have the option of choosing to receive the contributed amounts directly instead of the employer paying the amounts to the plan. It is intended that all employee contributions that are picked up by the employer as provided in this subsection shall be treated as employer contributions under section 414(h) of the internal revenue code, shall be excluded from employees' gross income for federal and state income tax purposes and are includable in the gross income of the employees or their beneficiaries only in the taxable year in which they are distributed. The specified effective date of the pick up pursuant to this subsection shall not be before the date the plan receives notification from the internal revenue service that pursuant to section 414(h) of the internal revenue code the employee contributions picked up shall not be included in gross income for income tax purposes until the time that the picked up contributions are distributed by pension payments. Until notification is received, any contributions made under section 38-953, subsection D are made with after-tax contributions. Added by Laws 2001, Ch. 280, § 9 and Ch. 380, § 15. 38-953. Supplemental option A. A supplemental defined contribution plan is in addition to and does not replace an employee's existing state defined benefit retirement plan. B. Except as provided in subsection C, any contributing member of an eligible group that establishes a supplemental defined contribution plan as authorized by this article may participate in the supplemental defined contribution plan. Participation in the plan authorizes the member's employer to make reductions or deductions in the member's salary. The employer shall initiate salary reductions or deductions for the plan as directed by each employee participating in the plan and shall submit any reports required by the plan. Any salary deferred under the plan shall be included as regular compensation or salary for the purpose of computing the retirement and pension benefits earned by any employee participating in the plan. C. If the Arizona state retirement system establishes a supplemental defined contribution plan and an employer member of the Arizona state retirement system elects to participate in the supplemental defined contribution plan, any employee member of the employer may participate in the supplemental defined contribution plan D. If an employee elects to participate in a plan pursuant to this subsection, the employee shall contribute an amount equal to at least one per cent of the employee's gross salary. An election to participate in a plan is irrevocable and shall be for a period of at least one year. An employee may annually increase or decrease the employee contributions in increments of one per cent up to the maximum allowed by law. An employee is not required to contribute under this subsection in order to qualify for an employer match under subsection E. The employer match may accrue from any program established by the employer. Paae 27 E. An employer may elect to match the contributions made by the employee pursuant to subsection D or any other program established by the employer under the internal revenue code. including any plan established under internal revenue code section 401(a), 403(b) or 457, at a rate determined by the employer. The rate of the employer match shall be determined at the beginning of that employer's budget cycle and shall terminate at the end of that budget cycle. Added by Laws 2001, Ch. 280, § 9 and Ch. 380, § 15. 38-954.Vesting A. Employee contributions and earnings on employee contributions are immediately vested. E. Employer matching contributions. if any, and the earnings on employer matching contributions are vested and the employee is entitled to receive employer matching contributions and earnings on those contributions as follows: 1. If the employee has less than one year of credited service in an eligible group, zero per cent. 2. If the employee has at least one year but less than two years of credited service in an eligible group, twenty per cent. 3. If the employee has at least two years but less than three years of credited service in an eligible group, forty per cent. 4. If the employee has at least three years but less than four years of credited service in an eligible group, sixty per cent. 5. If the employee has at least four years but less than five years of credited service in an eligible group, eighty per cent. 6. If the employee has at least five years of credited service in an eligible group, one hundred per cent. C. All nonvested employer contributions and earnings on those contributions may be used, to pay for the administrative costs of the plan. Added by Laws 2001, Ch. 280, § 9 and Ch. 380, § 15. Laws 2001, Ch. 280, § 10 and Ch. 380, §16 provides: Sec. 10. • ii'i. '•s • s- .. :• -. .11 • .1. . - -. .Il .-, . '.• .' . • .. .5I This act terminates the pilot program option for legislative employees and state elected officials to elect to participate in a tax deferred annuity and deferred compensation program pursuant to title 38, chapter 5, article 5, Arizona Revised Statutes, in lieu of participation in the Arizona state retirement system pursuant to title 38, chapter 5, article 2. Arizona Revised Statutes. All legislative employees and state elected officials who elected on or before the effective date of this act to participate in a deferred tax annuity and deferred compensation program in lieu of participation in the Arizona state retirement system shall continue to participate in that option pursuant to the irrevocable election made by the employee or state elected official and the employer shall continue to pay an amount equal to five per cent of the employee's or state elected official's base salary directly to the program in lieu of employer contributions to a public retirement system. Laws 2001, Ch. 280, § 11 and Ch. 380, § 17provides: Sec. 11. • •s'.. '•s • 1 -1-0 01 • . .01 • -11-i . .1 .. .01 O. • . •. . II Page 28 This act terminates the pilot program option for certain exempt state officers or employees and state elected officials who are subject to term limits to elect to participate in a defined contribution retirement plan option in lieu of participation in their respective state defined benefit retirement plans. All exempt state officers or employees and state elected officials who are subject to term limits and whc elected on or before the effective date of this act to participate in the defined contribution retirement plan option established by Laws 1999. chapter 329. section 6 shall continue to participate in that option pursuant to the irrevocable election made by the exempt state officer or employee or state elected official who is subject to term limits and the employer shall continue to contribute to each participating state elected official's or exempt state officer's or employee's account an amount equal to two and sixty-six hundredths per cent of the state elected official's or exempt state officer's or employee's gross salary. 41-3006.02. Elected Officials' Retirement Plan; Public Safety Personnel Retirement System; Corrections Officer Retirement Plan;termination July 1,2006 A. The Public Safety Personnel Retirement System Fund Manager terminates on July 1, 2006. E. Title 38, Chapter 5, Article 3 is repealed on January 1, 2007. C. Title 38, Chapter 5, Article 4 is repealed on January 1, 2007. D. Title 38, Chapter 5, Article 6 is repealed on January 1, 2007. Added Laws 1996, Ch. 18, §2. Constitution of Arizona,Article XXIX PUBLIC RETIREMENT SYSTEMS Section 1. A. Public retirement systems shall be funded with contributions and investment earnings using actuarial methods and assumptions that are consistent with generally accepted actuarial methods. B. The assets of public retirement systems, including investment earnings and contributions, are separate and independent trust funds and shall be invested, administered and distributed as determined by law solely in the interests of the members and beneficiaries of the public retirement systems. C. Membership in a public retirement system is a contractual relationship that is subject to Article II, Section 25, and public retirement system benefits shall not be diminished or impaired. Laws 2001, Ch. 282, §§ 2 and 3, provides: Sec. 2. Elected officials' retirement plan:tax equity benefit increase A member of the elected officials' retirement plan established by title 38, chapter 5, article 3, Arizona Revised Statutes, who was employed before September 15, 1989 by an employer participating in the elected officials' retirement plan and who retires on or after November 1, 2000 but before November 1, 2001 is entitled to receive a tax equity benefit allowance consisting of a permanent increase of two per cent of the member's base benefit retroactive to the day of retirement. The cost of the benefit increase prescribed in this section is payable from the assets of the elected officials' retirement plan and shall be added to the unfunded liability of the elected officials' retirement plan. Sec. 3. Delayed repeal Sections 1 and 2 of this act, relating to tax equity benefit increases, are repealed from and after December 31, 2001. Page 29 v 0 . r ELECTED OFFICIALS RETIREMENT PROGRAM PARTICIPANTS State of Arizona Counties Apache County Cochise County Coconino County Gila County Graham County Greenlee County LaPaz County Maricopa County Mohave County Navajo County Pima County Pinal County Santa Cruz County Yavapai County Yuma County Cities and Towns Apache Junction Avondale Chandler Flagstaff Glendale Globe Mesa Peoria Phoenix Scottsdale Safford South Tucson Tempe Tolleson Tucson Yuma Thatcher CLERK'S OFFICE CAPITAL OUTLAY COST ANALYSIS LASERFICHE WEBLINK MODULE The cost for the purchase of the Laserfiche Weblink Module is $11,000. This software will enable the Clerk's office to scan packet materials received from other departments (with the exception of maps) for placement on the Town's Website. Thus allowing any citizen, staff member, press or elected official to view and download packet materials for Council meetings from their computer as long as they have access to the Town's website. We currently prepare 21 paper copies for distribution before every regular/special Council meeting. With the use of the Weblink, paper packets should be reduced from 21 copies to 13 copies. A paper packet would still be provided to the Town Council and Department Heads who regularly attend the Council meetings, as well as 1 copy for the lobby. Packets would no longer be prepared for the press or department heads who do not attend meetings on a regular basis, since they will have access to the materials on the Town's website. It is hard to quantify a cost savings at this time by purchasing the Weblink module since we have no experience with using the software. However, it will reduce the costs of copying and the amount of paper used to prepare Council packets. More importantly, it will improve the public's access to information for upcoming Council meetings by eliminating the need to come to the Town Hall to view these materials. The public will be able to view these materials at their convenience and on their PC's in the privacy of their homes. MEMORANDUM TO: Mayor & Council FROM: Paula Abbott; Council Member DATE: May 12, 2003 SUN: May 12, 2003 Budget Session Voice Message from Council Member Paula Abbott. dated May 12, 2003 at approximately 4:13 p.m.: Hi, this message is for Susan. This is Paula Abbott. The time is a little after 4. Just wanted if you wouldn't mind passing along a message to the Mayor. I told him last week that I probably would not make it to tonight's study session. just found out that my son's banquet moved from Thursday to today. So anyway, I just thought about 7 comments for tonight and I can't get my fax machine is not working right now, so I wanted to name the item and list the page it is on. There is only 7 items. ,-\,ere On Page 150, Capital Outlay—there is an increase kyr,. 6 Oivi- On �,, Page 154, Machinery—there is an increase -1°)' ,gn. r- On Page 165 Operation/Maintenance — there is a huge is ` p decrease .1).2;6 s-P\V On Page 186, Capital Outlay—there is a huge difference; huge decrease ;cc asedjti: On Page 187, Overtime —just wanted to know whyovertime is beingpaid C On Page 190, Minor Assets — increased quite a bit (2 1/2 times ,. c �`t2-/ W2).' ` On Page 2 32 — �4.- 1-""' �--� , Capital Outlayincreased quite a bit (almost 4 A times) 4'-_ ,tet .2(E} ) C Anyway, those are my selections. Thank you very much Susan. I will be at the 405 number. Thank you very much. Bye Bye. Conf i rmat ion Report — Memory Send Time : May-13-03 08:38am Tel line : 5202970428 Name : TOWN OF ORO VALLEY Job number : 676 Date : May-13 08:32am To 7972013 Document pages 02 Start time : May-13 y 08:32am End time : May-13 08:38am Pages sent : 00 Status : 50 Job number : 676 *** SEND FA I LED *** faLLE Y � O E 'cor +r FAX TRAN 44VCO SMI'I"I'. Y... TOWN OF 012.0 VALLEY 11.,000 N La Ca8ada Drive Oro Valloy,AZ 85737 FAX(520) 297-0428 DATE_ '5,►- �► - TIME: TQ. � fkf - C4MpAN'Y: FAX FROM= (-..c • Number of pages jig eluding cover Yard copy to follow by anal] f dyes r Jno if you do not receive all pages please ca11 at NILES SA G>E Admibistration 229-4700 Legal 229-4760 Magistrate Court 229- 780 Planning Zoning and$uilding Codes 229_4800